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Westfuller Advisors’s Southern Company SO Stock Holding History

Westfuller 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 		$133K Hold
1,382
– – 0.06% 175
2025
Q4 		$121K Sell
1,382
-1,018
-42% -$92.9K 0.05% 204
2025
Q3 		$227K Buy
+2,400
New +$224K 0.1% 137

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

Westfuller Advisors's SO Position: Q1 2026 in Review

Westfuller Advisors held its Southern Company (SO) position steady in Q1 2026 at 1,382 shares worth $133K. The position accounts for 0.06% of the portfolio, ranked #175.

Westfuller Advisors first reported a position in SO in Q3 2025 and has held it in 3 quarters since. The position peaked at $227K in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Westfuller Advisors held 1,382 shares of Southern Company worth $133K as of Q1 2026.
  • Westfuller Advisors left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.06% of Westfuller Advisors's portfolio in Q1 2026, its #175 holding.
  • Westfuller Advisors first reported a position in Southern Company in Q3 2025 and has held it in 3 quarters since.
  • Westfuller Advisors's Southern Company position peaked at $227K in Q3 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

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