VA
SO icon

Valmark Advisers’s Southern Company SO Stock Holding History

Valmark Advisers’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 		$1.27M Sell
13,166
-1,195
-8% -$111K 0.02% 315
2025
Q4 		$1.25M Sell
14,361
-609
-4% -$55.6K 0.02% 311
2025
Q3 		$1.42M Buy
14,970
+386
+3% +$36K 0.02% 281
2025
Q2 		$1.34M Buy
14,584
+1,922
+15% +$173K 0.02% 283
2025
Q1 		$1.16M Buy
12,662
+1,255
+11% +$109K 0.02% 287
2024
Q4 		$939K Sell
11,407
-338
-3% -$29.7K 0.01% 319
2024
Q3 		$1.06M Buy
11,745
+452
+4% +$38.6K 0.02% 295
2024
Q2 		$876K Sell
11,293
-66
-0.6% -$5K 0.01% 305
2024
Q1 		$815K Buy
11,359
+50
+0.4% +$3.45K 0.01% 302
2023
Q4 		$793K Sell
11,309
-1,189
-10% -$81.6K 0.01% 286
2023
Q3 		$809K Buy
12,498
+22
+0.2% +$1.53K 0.02% 249
2023
Q2 		$876K Sell
12,476
-740
-6% -$53.1K 0.02% 245
2023
Q1 		$920K Buy
13,216
+2,705
+26% +$182K 0.02% 232
2022
Q4 		$751K Sell
10,511
-130
-1% -$8.69K 0.02% 248
2022
Q3 		$724K Sell
10,641
-132
-1% -$10K 0.01% 227
2022
Q2 		$768K Sell
10,773
-46
-0.4% -$3.38K 0.01% 230
2022
Q1 		$784K Buy
10,819
+1,005
+10% +$68.1K 0.01% 238
2021
Q4 		$673K Buy
9,814
+929
+10% +$59.2K 0.01% 252
2021
Q3 		$551K Sell
8,885
-1,293
-13% -$83.2K 0.01% 268
2021
Q2 		$616K Buy
10,178
+2,705
+36% +$173K 0.01% 263
2021
Q1 		$465K Buy
7,473
+2,034
+37% +$122K 0.01% 280
2020
Q4 		$334K Sell
5,439
-1,282
-19% -$77.1K 0.01% 289
2020
Q3 		$364K Sell
6,721
-255
-4% -$13.6K 0.01% 210
2020
Q2 		$362K Buy
6,976
+2,493
+56% +$139K 0.01% 198
2020
Q1 		$243K Sell
4,483
-181
-4% -$11.5K 0.01% 205
2019
Q4 		$297K Buy
4,664
+94
+2% +$5.83K 0.01% 198
2019
Q3 		$282K Buy
4,570
+528
+13% +$30.6K 0.01% 199
2019
Q2 		$223K Buy
+4,042
New +$216K ﹤0.01% 210

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Valmark Advisers's SO Position: Q1 2026 in Review

Valmark Advisers reduced its Southern Company (SO) stake by 8.3% in Q1 2026, selling an estimated $111K and leaving 13,166 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #315.

Valmark Advisers first reported a position in SO in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.42M in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Valmark Advisers held 13,166 shares of Southern Company worth $1.27M as of Q1 2026.
  • Valmark Advisers sold 1,195 Southern Company shares in Q1 2026, an estimated $111K.
  • Southern Company made up 0.02% of Valmark Advisers's portfolio in Q1 2026, its #315 holding.
  • Valmark Advisers first reported a position in Southern Company in Q2 2019 and has held it in 28 quarters since.
  • Valmark Advisers's Southern Company position peaked at $1.42M in Q3 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.