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Valued Retirements’s Southern Company SO Stock Holding History

Valued Retirements’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 		$524K Buy
5,431
+70
+1% +$6.47K 0.51% 46
2025
Q4 		$468K Buy
5,361
+75
+1% +$6.85K 0.46% 52
2025
Q3 		$485K Hold
5,286
– – 0.55% 49
2025
Q2 		$485K Buy
5,286
+410
+8% +$36.8K 0.55% 49
2025
Q1 		$448K Sell
4,876
-89
-2% -$7.7K 0.59% 44
2024
Q4 		$409K Buy
4,965
+12
+0.2% +$1.05K 0.55% 51
2024
Q3 		$447K Buy
4,953
+784
+19% +$67K 0.62% 42
2024
Q2 		$323K Sell
4,169
-2,036
-33% -$154K 0.49% 50
2024
Q1 		$445K Buy
6,205
+13
+0.2% +$897 0.71% 33
2023
Q4 		$434K Buy
+6,192
New +$425K 0.75% 31

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

Valued Retirements's SO Position: Q1 2026 in Review

Valued Retirements increased its Southern Company (SO) stake by 1.3% in Q1 2026, buying an estimated $6.47K and bringing the position to 5,431 shares worth $524K. The position accounts for 0.51% of the portfolio, ranked #46.

Valued Retirements first reported a position in SO in Q4 2023 and has held it in 10 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Valued Retirements held 5,431 shares of Southern Company worth $524K as of Q1 2026.
  • Valued Retirements bought 70 Southern Company shares in Q1 2026, an estimated $6.47K.
  • Southern Company made up 0.51% of Valued Retirements's portfolio in Q1 2026, its #46 holding.
  • Valued Retirements first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Valued Retirements's 13F filing for Q1 2026, filed 13 May 2026.