API
SO icon

Asset Planning Inc’s Southern Company SO Stock Holding History

Asset Planning Inc’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
Q2 		$1.27M Buy
13,242
+374
+3% +$35.2K 0.82% 27
2026
Q1 		$1.24M Buy
12,868
+3
+0% +$278 0.88% 25
2025
Q4 		$1.12M Buy
12,865
+4
+0% +$365 0.79% 24
2025
Q3 		$1.22M Buy
12,861
+4
+0% +$373 0.88% 24
2025
Q2 		$1.18M Buy
12,857
+4
+0% +$359 0.89% 23
2025
Q1 		$1.18M Buy
12,853
+4
+0% +$346 0.93% 24
2024
Q4 		$1.06M Buy
+12,849
New +$1.13M 0.81% 26

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Asset Planning Inc's SO Position: Q2 2026 in Review

Asset Planning Inc increased its Southern Company (SO) stake by 2.9% in Q2 2026, buying an estimated $35.2K and bringing the position to 13,242 shares worth $1.27M. The position accounts for 0.82% of the portfolio, ranked #27.

Asset Planning Inc first reported a position in SO in Q4 2024 and has held it in 7 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Asset Planning Inc held 13,242 shares of Southern Company worth $1.27M as of Q2 2026.
  • Asset Planning Inc bought 374 Southern Company shares in Q2 2026, an estimated $35.2K.
  • Southern Company made up 0.82% of Asset Planning Inc's portfolio in Q2 2026, its #27 holding.
  • Asset Planning Inc first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.