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Worth Financial Advisory Group’s Southern Company SO Stock Holding History

Worth Financial Advisory 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 		– Sell
-4,857
Closed -$423K – 159
2025
Q4 		$423K Sell
4,857
-1,297
-21% -$118K 0.21% 117
2025
Q3 		$583K Buy
6,154
+157
+3% +$14.7K 0.33% 75
2025
Q2 		$551K Buy
5,997
+1,970
+49% +$177K 0.34% 73
2025
Q1 		$370K Buy
+4,027
New +$349K 0.24% 103

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

Worth Financial Advisory Group's SO Position: Q1 2026 in Review

Worth Financial Advisory Group sold out of Southern Company (SO) in Q1 2026, closing a stake of 4,857 shares — an estimated $423K sold.

Worth Financial Advisory Group first reported a position in SO in Q1 2025 and held it in 4 quarters. The position peaked at $583K in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Worth Financial Advisory Group reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • Worth Financial Advisory Group sold 4,857 Southern Company shares in Q1 2026, an estimated $423K.
  • Worth Financial Advisory Group first reported a position in Southern Company in Q1 2025 and held it in 4 quarters.
  • Worth Financial Advisory Group's Southern Company position peaked at $583K in Q3 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Worth Financial Advisory Group's 13F filing for Q1 2026, filed 4 May 2026.