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West Family Investments’s Southern Company SO Stock Holding History

West Family Investments’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 		$1.03M Buy
10,635
+165
+2% +$15.3K 0.36% 44
2025
Q4 		$913K Sell
10,470
-2,239
-18% -$204K 0.21% 91
2025
Q3 		$1.2M Buy
12,709
+269
+2% +$25.1K 0.27% 80
2025
Q2 		$1.14M Buy
12,440
+2,187
+21% +$196K 0.3% 68
2025
Q1 		$943K Buy
10,253
+822
+9% +$71.2K 0.36% 56
2024
Q4 		$776K Buy
9,431
+45
+0.5% +$3.95K 0.27% 73
2024
Q3 		$846K Buy
9,386
+46
+0.5% +$3.93K 0.29% 65
2024
Q2 		$725K Hold
9,340
– – 0.22% 79
2024
Q1 		$670K Buy
9,340
+638
+7% +$44K 0.21% 86
2023
Q4 		$610K Sell
8,702
-346
-4% -$23.8K 0.21% 83
2023
Q3 		$586K Buy
9,048
+128
+1% +$8.88K 0.2% 90
2023
Q2 		$627K Buy
8,920
+280
+3% +$20.1K 0.24% 84
2023
Q1 		$601K Sell
8,640
-1,047
-11% -$70.5K 0.24% 80
2022
Q4 		$692K Sell
9,687
-332
-3% -$22.2K 0.24% 77
2022
Q3 		$681K Buy
10,019
+1,410
+16% +$107K 0.28% 76
2022
Q2 		$614K Buy
8,609
+412
+5% +$30.3K 0.24% 79
2022
Q1 		$594K Buy
8,197
+33
+0.4% +$2.23K 0.17% 95
2021
Q4 		$560K Buy
8,164
+4,350
+114% +$277K 0.15% 107
2021
Q3 		$236K Sell
3,814
-2,184
-36% -$141K 0.06% 271
2021
Q2 		$363K Buy
+5,998
New +$384K 0.1% 191

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

West Family Investments's SO Position: Q1 2026 in Review

West Family Investments increased its Southern Company (SO) stake by 1.6% in Q1 2026, buying an estimated $15.3K and bringing the position to 10,635 shares worth $1.03M. The position accounts for 0.36% of the portfolio, ranked #44.

West Family Investments first reported a position in SO in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.2M in Q3 2025. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • West Family Investments held 10,635 shares of Southern Company worth $1.03M as of Q1 2026.
  • West Family Investments bought 165 Southern Company shares in Q1 2026, an estimated $15.3K.
  • Southern Company made up 0.36% of West Family Investments's portfolio in Q1 2026, its #44 holding.
  • West Family Investments first reported a position in Southern Company in Q2 2021 and has held it in 20 quarters since.
  • West Family Investments's Southern Company position peaked at $1.2M in Q3 2025.
  • 2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.