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Willis Johnson & Associates’s Southern Company SO Stock Holding History

Willis Johnson & Associates’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 		$390K Sell
4,045
-17
-0.4% -$1.57K 0.02% 129
2025
Q4 		$354K Sell
4,062
-128
-3% -$11.7K 0.02% 128
2025
Q3 		$397K Buy
4,190
+860
+26% +$80.3K 0.02% 116
2025
Q2 		$306K Sell
3,330
-3
-0.1% -$269 0.02% 129
2025
Q1 		$306K Buy
3,333
+4
+0.1% +$346 0.02% 123
2024
Q4 		$274K Sell
3,329
-800
-19% -$70.2K 0.02% 122
2024
Q3 		$372K Hold
4,129
– – 0.03% 110
2024
Q2 		$320K Buy
4,129
+15
+0.4% +$1.14K 0.03% 114
2024
Q1 		$295K Sell
4,114
-251
-6% -$17.3K 0.03% 117
2023
Q4 		$306K Buy
4,365
+151
+4% +$10.4K 0.03% 108
2023
Q3 		$273K Sell
4,214
-216
-5% -$15K 0.03% 102
2023
Q2 		$311K Sell
4,430
-112
-2% -$8.03K 0.03% 100
2023
Q1 		$316K Buy
4,542
+379
+9% +$25.5K 0.04% 94
2022
Q4 		$297K Hold
4,163
– – 0.04% 91
2022
Q3 		$283K Buy
4,163
+51
+1% +$3.86K 0.04% 86
2022
Q2 		$293K Buy
4,112
+55
+1% +$4.04K 0.04% 86
2022
Q1 		$294K Buy
4,057
+87
+2% +$5.89K 0.04% 82
2021
Q4 		$272K Sell
3,970
-400
-9% -$25.5K 0.04% 78
2021
Q3 		$271K Hold
4,370
– – 0.04% 75
2021
Q2 		$264K Sell
4,370
-140
-3% -$8.95K 0.04% 75
2021
Q1 		$280K Buy
4,510
+140
+3% +$8.38K 0.04% 70
2020
Q4 		$268K Buy
+4,370
New +$263K 0.04% 70

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

Willis Johnson & Associates's SO Position: Q1 2026 in Review

Willis Johnson & Associates reduced its Southern Company (SO) stake by 0.42% in Q1 2026, selling an estimated $1.57K and leaving 4,045 shares worth $390K. The position accounts for 0.02% of the portfolio, ranked #129.

Willis Johnson & Associates first reported a position in SO in Q4 2020 and has held it in 22 quarters since. The position peaked at $397K in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Willis Johnson & Associates held 4,045 shares of Southern Company worth $390K as of Q1 2026.
  • Willis Johnson & Associates sold 17 Southern Company shares in Q1 2026, an estimated $1.57K.
  • Southern Company made up 0.02% of Willis Johnson & Associates's portfolio in Q1 2026, its #129 holding.
  • Willis Johnson & Associates first reported a position in Southern Company in Q4 2020 and has held it in 22 quarters since.
  • Willis Johnson & Associates's Southern Company position peaked at $397K in Q3 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.