Zhang Financial’s Southern Company SO Stock Holding History

Zhang Financial’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	$304K	Sell	3,150 -43	-1%	-$3.98K	0.01%	305
2025 Q4	$278K	Hold	3,193	–	–	0.01%	287
2025 Q3	$303K	Sell	3,193 -2	-0.1%	-$187	0.01%	264
2025 Q2	$293K	Hold	3,195	–	–	0.01%	247
2025 Q1	$294K	Sell	3,195 -281	-8%	-$24.3K	0.02%	249
2024 Q4	$286K	Sell	3,476 -599	-15%	-$52.6K	0.02%	241
2024 Q3	$368K	Sell	4,075 -873	-18%	-$74.6K	0.02%	218
2024 Q2	$384K	Sell	4,948 -43	-0.9%	-$3.26K	0.03%	207
2024 Q1	$358K	Buy	4,991 +50	+1%	+$3.45K	0.03%	212
2023 Q4	$346K	Sell	4,941 -405	-8%	-$27.8K	0.03%	209
2023 Q3	$346K	Hold	5,346	–	–	0.04%	193
2023 Q2	$376K	Buy	5,346 +9	+0.2%	+$645	0.04%	185
2023 Q1	$371K	Sell	5,337 -43	-0.8%	-$2.9K	0.04%	175
2022 Q4	$384K	Sell	5,380 -233	-4%	-$15.6K	0.05%	166
2022 Q3	$382K	Buy	5,613 +1,490	+36%	+$113K	0.06%	153
2022 Q2	$294K	Buy	4,123 +740	+22%	+$54.3K	0.05%	181
2022 Q1	$245K	Buy	+3,383	New	+$229K	0.04%	193

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Zhang Financial's SO Position: Q1 2026 in Review

Zhang Financial reduced its Southern Company (SO) stake by 1.3% in Q1 2026, selling an estimated $3.98K and leaving 3,150 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #305.

Zhang Financial first reported a position in SO in Q1 2022 and has held it in 17 quarters since. The position peaked at $384K in Q4 2022. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Zhang Financial held 3,150 shares of Southern Company worth $304K as of Q1 2026.
Zhang Financial sold 43 Southern Company shares in Q1 2026, an estimated $3.98K.
Southern Company made up 0.01% of Zhang Financial's portfolio in Q1 2026, its #305 holding.
Zhang Financial first reported a position in Southern Company in Q1 2022 and has held it in 17 quarters since.
Zhang Financial's Southern Company position peaked at $384K in Q4 2022.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.