Walkner Condon Financial Advisors’s Southern Company SO Stock Holding History

Walkner Condon Financial 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	$294K	Sell	3,049 -1,034	-25%	-$95.7K	0.04%	246
2025 Q4	$356K	Buy	4,083 +10	+0.2%	+$913	0.05%	215
2025 Q3	$386K	Buy	4,073 +7	+0.2%	+$653	0.06%	200
2025 Q2	$373K	Sell	4,066 -563	-12%	-$50.6K	0.07%	194
2025 Q1	$426K	Sell	4,629 -1,183	-20%	-$102K	0.09%	174
2024 Q4	$478K	Buy	5,812 +140	+2%	+$12.3K	0.1%	164
2024 Q3	$511K	Buy	5,672 +1,381	+32%	+$118K	0.1%	155
2024 Q2	$333K	Buy	+4,291	New	+$325K	0.07%	187

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

Walkner Condon Financial Advisors's SO Position: Q1 2026 in Review

Walkner Condon Financial Advisors reduced its Southern Company (SO) stake by 25% in Q1 2026, selling an estimated $95.7K and leaving 3,049 shares worth $294K. The position accounts for 0.04% of the portfolio, ranked #246.

Walkner Condon Financial Advisors first reported a position in SO in Q2 2024 and has held it in 8 quarters since. The position peaked at $511K in Q3 2024. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Walkner Condon Financial Advisors held 3,049 shares of Southern Company worth $294K as of Q1 2026.
Walkner Condon Financial Advisors sold 1,034 Southern Company shares in Q1 2026, an estimated $95.7K.
Southern Company made up 0.04% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #246 holding.
Walkner Condon Financial Advisors first reported a position in Southern Company in Q2 2024 and has held it in 8 quarters since.
Walkner Condon Financial Advisors's Southern Company position peaked at $511K in Q3 2024.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.