ViaWealth’s Southern Company SO Stock Holding History

ViaWealth’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	$697K	Buy	7,224 +98	+1%	+$9.06K	0.39%	80
2025 Q4	$621K	Sell	7,126 -695	-9%	-$63.4K	0.35%	84
2025 Q3	$741K	Buy	7,821 +50	+0.6%	+$4.67K	0.4%	76
2025 Q2	$714K	Sell	7,771 -969	-11%	-$87K	0.42%	77
2025 Q1	$804K	Sell	8,740 -1,423	-14%	-$123K	0.5%	61
2024 Q4	$837K	Sell	10,163 -1,156	-10%	-$101K	0.51%	59
2024 Q3	$1.02M	Hold	11,319	–	–	0.59%	50
2024 Q2	$878K	Hold	11,319	–	–	0.54%	55
2024 Q1	$812K	Hold	11,319	–	–	0.51%	63
2023 Q4	$794K	Hold	11,319	–	–	0.55%	62
2023 Q3	$733K	Hold	11,319	–	–	0.54%	58
2023 Q2	$795K	Hold	11,319	–	–	0.59%	53
2023 Q1	$788K	Hold	11,319	–	–	0.62%	51
2022 Q4	$809K	Buy	+11,319	New	+$757K	0.67%	48

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

ViaWealth's SO Position: Q1 2026 in Review

ViaWealth increased its Southern Company (SO) stake by 1.4% in Q1 2026, buying an estimated $9.06K and bringing the position to 7,224 shares worth $697K. The position accounts for 0.39% of the portfolio, ranked #80.

ViaWealth first reported a position in SO in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.02M in Q3 2024. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

ViaWealth held 7,224 shares of Southern Company worth $697K as of Q1 2026.
ViaWealth bought 98 Southern Company shares in Q1 2026, an estimated $9.06K.
Southern Company made up 0.39% of ViaWealth's portfolio in Q1 2026, its #80 holding.
ViaWealth first reported a position in Southern Company in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Southern Company position peaked at $1.02M in Q3 2024.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.