Wayfinding Financial’s Southern Company SO Stock Holding History

Wayfinding Financial’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	$355K	Buy	3,684 +190	+5%	+$17.6K	0.15%	95
2025 Q4	$304K	Sell	3,494 -1	-0%	-$91	0.13%	107
2025 Q3	$331K	Buy	3,495 +23	+0.7%	+$2.15K	0.14%	93
2025 Q2	$333K	Sell	3,472 -473	-12%	-$42.5K	0.15%	93
2025 Q1	$362K	Buy	3,945 +42	+1%	+$3.64K	0.16%	86
2024 Q4	$321K	Buy	+3,903	New	+$342K	0.17%	89
2024 Q3	–	Sell	-4,019	Closed	-$311K	–	114
2024 Q2	$311K	Buy	4,019 +97	+2%	+$7.35K	0.18%	87
2024 Q1	$304K	Sell	3,922 -57	-1%	-$3.94K	0.18%	88
2023 Q4	$279K	Buy	3,979 +120	+3%	+$8.24K	0.19%	85
2023 Q3	$241K	Sell	3,859 -61	-2%	-$4.23K	0.18%	96
2023 Q2	$283K	Buy	3,920 +378	+11%	+$27.1K	0.2%	81
2023 Q1	$246K	Buy	+3,542	New	+$238K	0.19%	91

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

Wayfinding Financial's SO Position: Q1 2026 in Review

Wayfinding Financial increased its Southern Company (SO) stake by 5.4% in Q1 2026, buying an estimated $17.6K and bringing the position to 3,684 shares worth $355K. The position accounts for 0.15% of the portfolio, ranked #95.

Wayfinding Financial first reported a position in SO in Q1 2023 and has held it in 12 quarters since. The position peaked at $362K in Q1 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Wayfinding Financial held 3,684 shares of Southern Company worth $355K as of Q1 2026.
Wayfinding Financial bought 190 Southern Company shares in Q1 2026, an estimated $17.6K.
Southern Company made up 0.15% of Wayfinding Financial's portfolio in Q1 2026, its #95 holding.
Wayfinding Financial first reported a position in Southern Company in Q1 2023 and has held it in 12 quarters since.
Wayfinding Financial's Southern Company position peaked at $362K in Q1 2025.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.