Whipplewood Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
Other funds holding SO
VCM
VPM
Whipplewood Advisors's SO Position: Q1 2026 in Review
Whipplewood Advisors opened a new position in Southern Company (SO) in Q1 2026: 73 shares worth $7.05K. The stake represents ﹤0.01% of the portfolio and ranks #553 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in SO as recently as Q2 2025.
Whipplewood Advisors first reported a position in SO in Q4 2024 and has held it in 4 quarters since. 2,343 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Whipplewood Advisors held 73 shares of Southern Company worth $7.05K as of Q1 2026.
- Southern Company was a new Whipplewood Advisors position in Q1 2026.
- Southern Company made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #553 holding.
- Whipplewood Advisors first reported a position in Southern Company in Q4 2024 and has held it in 4 quarters since.
- 2,343 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.