Univest Financial’s Southern Company SO Stock Holding History

Univest Financial’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$402K	Buy	4,165 +3	+0.1%	+$278	0.02%	214
2025 Q4	$363K	Sell	4,162 -189	-4%	-$17.3K	0.02%	219
2025 Q3	$412K	Sell	4,351 -400	-8%	-$37.3K	0.02%	200
2025 Q2	$436K	Hold	4,751	–	–	0.03%	197
2025 Q1	$437K	Buy	4,751 +411	+9%	+$35.6K	0.03%	208
2024 Q4	$357K	Sell	4,340 -150	-3%	-$13.2K	0.02%	226
2024 Q3	$405K	Buy	4,490 +1,564	+53%	+$134K	0.03%	216
2024 Q2	$227K	Hold	2,926	–	–	0.06%	130
2024 Q1	$210K	Hold	2,926	–	–	0.06%	127
2023 Q4	$205K	Buy	+2,926	New	+$201K	0.06%	117
2023 Q3	–	Sell	-2,926	Closed	-$206K	–	115
2023 Q2	$206K	Hold	2,926	–	–	0.06%	114
2023 Q1	$204K	Hold	2,926	–	–	0.06%	102
2022 Q4	$209K	Buy	+2,926	New	+$196K	0.07%	102
2022 Q3	–	Sell	-2,926	Closed	-$208K	–	108
2022 Q2	$208K	Sell	2,926 -40	-1%	-$2.94K	0.07%	97
2022 Q1	$216K	Sell	2,966 -228	-7%	-$15.4K	0.06%	109
2021 Q4	$219K	Buy	+3,194	New	+$204K	0.06%	107
2021 Q2	–	Sell	-7,013	Closed	-$436K	–	114
2021 Q1	$436K	Sell	7,013 -106	-1%	-$6.35K	0.12%	66
2020 Q4	$437K	Sell	7,119 -730	-9%	-$43.9K	0.13%	68
2020 Q3	$425K	Buy	7,849 +619	+9%	+$33.1K	0.13%	68
2020 Q2	$375K	Sell	7,230 -66	-0.9%	-$3.67K	0.12%	76
2020 Q1	$395K	Sell	7,296 -1,581	-18%	-$100K	0.16%	76
2019 Q4	$437K	Sell	8,877 -308	-3%	-$19.1K	0.19%	73
2019 Q3	$567K	Sell	9,185 -1,099	-11%	-$63.7K	0.18%	67
2019 Q2	$569K	Sell	10,284 -499	-5%	-$26.7K	0.18%	71
2019 Q1	$557K	Sell	10,783 -1,490	-12%	-$73K	0.18%	69
2018 Q4	$539K	Buy	12,273 +1,456	+13%	+$66.2K	0.2%	77
2018 Q3	$472K	Sell	10,817 -407	-4%	-$18.8K	0.14%	76
2018 Q2	$520K	Buy	11,224 +253	+2%	+$11.3K	0.21%	68
2018 Q1	$490K	Sell	10,971 -225	-2%	-$9.99K	0.21%	63
2017 Q4	$538K	Buy	11,196 +690	+7%	+$35.2K	0.22%	62
2017 Q3	$516K	Buy	10,506 +488	+5%	+$23.7K	0.22%	65
2017 Q2	$480K	Buy	10,018 +737	+8%	+$37K	0.2%	67
2017 Q1	$462K	Buy	9,281 +404	+5%	+$20K	0.2%	65
2016 Q4	$437K	Buy	8,877 +406	+5%	+$19.9K	0.19%	73
2016 Q3	$435K	Buy	8,471 +294	+4%	+$15.5K	0.2%	67
2016 Q2	$439K	Sell	8,177 -573	-7%	-$28.8K	0.2%	66
2016 Q1	$453K	Buy	8,750 +709	+9%	+$34.5K	0.21%	64
2015 Q4	$376K	Buy	+8,041	New	+$365K	0.17%	73

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Univest Financial's SO Position: Q1 2026 in Review

Univest Financial increased its Southern Company (SO) stake by 0.07% in Q1 2026, buying an estimated $278 and bringing the position to 4,165 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #214.

Univest Financial first reported a position in SO in Q4 2015 and has held it in 38 quarters since. The position peaked at $569K in Q2 2019. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Univest Financial held 4,165 shares of Southern Company worth $402K as of Q1 2026.
Univest Financial bought 3 Southern Company shares in Q1 2026, an estimated $278.
Southern Company made up 0.02% of Univest Financial's portfolio in Q1 2026, its #214 holding.
Univest Financial first reported a position in Southern Company in Q4 2015 and has held it in 38 quarters since.
Univest Financial's Southern Company position peaked at $569K in Q2 2019.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.