VA
SO icon

VestGen Advisors’s Southern Company SO Stock Holding History

VestGen 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 		$1.52M Buy
16,235
+5,197
+47% +$481K 0.04% 365
2025
Q4 		$962K Sell
11,038
-1,288
-10% -$118K 0.04% 364
2025
Q3 		$1.17M Buy
12,326
+7,854
+176% +$733K 0.04% 340
2025
Q2 		$411K Buy
4,472
+1,587
+55% +$143K 0.02% 447
2025
Q1 		$265K Buy
+2,885
New +$250K 0.01% 488

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

VestGen Advisors's SO Position: Q1 2026 in Review

VestGen Advisors increased its Southern Company (SO) stake by 47% in Q1 2026, buying an estimated $481K and bringing the position to 16,235 shares worth $1.52M. The position accounts for 0.04% of the portfolio, ranked #365.

VestGen Advisors first reported a position in SO in Q1 2025 and has held it in 5 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • VestGen Advisors held 16,235 shares of Southern Company worth $1.52M as of Q1 2026.
  • VestGen Advisors bought 5,197 Southern Company shares in Q1 2026, an estimated $481K.
  • Southern Company made up 0.04% of VestGen Advisors's portfolio in Q1 2026, its #365 holding.
  • VestGen Advisors first reported a position in Southern Company in Q1 2025 and has held it in 5 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.