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Widmann Financial Services’s Southern Company SO Stock Holding History

Widmann Financial Services’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 		$1.23M Buy
12,721
+10
+0.1% +$925 0.73% 41
2025
Q4 		$1.11M Sell
12,711
-87
-0.7% -$7.94K 0.68% 39
2025
Q3 		$1.21M Sell
12,798
-73
-0.6% -$6.82K 0.76% 38
2025
Q2 		$1.18M Buy
12,871
+983
+8% +$88.3K 0.82% 37
2025
Q1 		$1.09M Buy
11,888
+25
+0.2% +$2.16K 0.85% 35
2024
Q4 		$977K Sell
11,863
-140
-1% -$12.3K 0.76% 44
2024
Q3 		$1.08M Sell
12,003
-415
-3% -$35.5K 0.82% 38
2024
Q2 		$963K Sell
12,418
-147
-1% -$11.1K 0.78% 38
2024
Q1 		$901K Sell
12,565
-190
-1% -$13.1K 0.76% 46
2023
Q4 		$894K Sell
12,755
-150
-1% -$10.3K 0.81% 43
2023
Q3 		$835K Buy
12,905
+40
+0.3% +$2.78K 0.83% 40
2023
Q2 		$904K Sell
12,865
-80
-0.6% -$5.74K 0.86% 38
2023
Q1 		$901K Buy
12,945
+295
+2% +$19.9K 0.91% 38
2022
Q4 		$903K Buy
12,650
+113
+0.9% +$7.56K 0.95% 40
2022
Q3 		$853K Sell
12,537
-100
-0.8% -$7.58K 0.94% 38
2022
Q2 		$901K Buy
12,637
+60
+0.5% +$4.41K 0.93% 38
2022
Q1 		$911K Buy
12,577
+240
+2% +$16.3K 0.81% 43
2021
Q4 		$846K Buy
+12,337
New +$787K 0.7% 44

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

Widmann Financial Services's SO Position: Q1 2026 in Review

Widmann Financial Services increased its Southern Company (SO) stake by 0.08% in Q1 2026, buying an estimated $925 and bringing the position to 12,721 shares worth $1.23M. The position accounts for 0.73% of the portfolio, ranked #41.

Widmann Financial Services first reported a position in SO in Q4 2021 and has held it in 18 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Widmann Financial Services held 12,721 shares of Southern Company worth $1.23M as of Q1 2026.
  • Widmann Financial Services bought 10 Southern Company shares in Q1 2026, an estimated $925.
  • Southern Company made up 0.73% of Widmann Financial Services's portfolio in Q1 2026, its #41 holding.
  • Widmann Financial Services first reported a position in Southern Company in Q4 2021 and has held it in 18 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.