Superior Planning, LLC’s Southern Company SO Stock Holding History

Superior Planning, LLC’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 Q3	$95.4K	Buy	+1,151	New	+$105K	0.04%	248

Other funds holding SO

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Superior Planning, LLC's SO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Southern Company (SO) in Q3 2026: 1,151 shares worth $95.4K. The stake represents 0.04% of the portfolio and ranks #248 among its holdings.

1,722 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Superior Planning, LLC held 1,151 shares of Southern Company worth $95.4K as of Q3 2026.
Southern Company was a new Superior Planning, LLC position in Q3 2026.
Southern Company made up 0.04% of Superior Planning, LLC's portfolio in Q3 2026, its #248 holding.
1,722 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.