Values First Advisors’s Southern Company SO Stock Holding History

Values First Advisors’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	$496K	Sell	5,137 -1,542	-23%	-$143K	0.26%	100
2025 Q4	$582K	Sell	6,679 -781	-10%	-$71.3K	0.3%	93
2025 Q3	$707K	Buy	7,460 +35	+0.5%	+$3.27K	0.38%	75
2025 Q2	$682K	Buy	7,425 +657	+10%	+$59K	0.37%	80
2025 Q1	$622K	Buy	6,768 +122	+2%	+$10.6K	0.36%	70
2024 Q4	$547K	Buy	6,646 +3,029	+84%	+$266K	0.3%	91
2024 Q3	$326K	Sell	3,617 -451	-11%	-$38.5K	0.18%	120
2024 Q2	$316K	Buy	4,068 +661	+19%	+$50.1K	0.19%	118
2024 Q1	$244K	Buy	+3,407	New	+$235K	0.14%	140

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

Values First Advisors's SO Position: Q1 2026 in Review

Values First Advisors reduced its Southern Company (SO) stake by 23% in Q1 2026, selling an estimated $143K and leaving 5,137 shares worth $496K. The position accounts for 0.26% of the portfolio, ranked #100.

Values First Advisors first reported a position in SO in Q1 2024 and has held it in 9 quarters since. The position peaked at $707K in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Values First Advisors held 5,137 shares of Southern Company worth $496K as of Q1 2026.
Values First Advisors sold 1,542 Southern Company shares in Q1 2026, an estimated $143K.
Southern Company made up 0.26% of Values First Advisors's portfolio in Q1 2026, its #100 holding.
Values First Advisors first reported a position in Southern Company in Q1 2024 and has held it in 9 quarters since.
Values First Advisors's Southern Company position peaked at $707K in Q3 2025.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.