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Wood Tarver Financial Group’s Southern Company SO Stock Holding History

Wood Tarver Financial Group’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 		$238K Buy
2,474
+1
+0% +$93 0.07% 140
2025
Q4 		$215K Sell
2,473
-53
-2% -$4.84K 0.06% 147
2025
Q3 		$239K Sell
2,526
-84
-3% -$7.84K 0.07% 136
2025
Q2 		$239K Buy
2,610
+1
+0% +$90 0.07% 127
2025
Q1 		$240K Sell
2,609
-387
-13% -$33.5K 0.08% 119
2024
Q4 		$246K Buy
+2,996
New +$263K 0.08% 119

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

Wood Tarver Financial Group's SO Position: Q1 2026 in Review

Wood Tarver Financial Group increased its Southern Company (SO) stake by 0.04% in Q1 2026, buying an estimated $93 and bringing the position to 2,474 shares worth $238K. The position accounts for 0.07% of the portfolio, ranked #140.

Wood Tarver Financial Group first reported a position in SO in Q4 2024 and has held it in 6 quarters since. The position peaked at $246K in Q4 2024. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Wood Tarver Financial Group held 2,474 shares of Southern Company worth $238K as of Q1 2026.
  • Wood Tarver Financial Group bought 1 Southern Company share in Q1 2026, an estimated $93.
  • Southern Company made up 0.07% of Wood Tarver Financial Group's portfolio in Q1 2026, its #140 holding.
  • Wood Tarver Financial Group first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
  • Wood Tarver Financial Group's Southern Company position peaked at $246K in Q4 2024.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.