Benedict Financial Advisors’s Southern Company SO Stock Holding History

Benedict Financial Advisors’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	$2.04M	Sell	21,322 -143	-0.7%	-$13.5K	0.4%	87
2026 Q1	$2.07M	Sell	21,465 -4	-0%	-$370	0.43%	81
2025 Q4	$1.87M	Buy	21,469 +638	+3%	+$58.2K	0.39%	88
2025 Q3	$1.97M	Buy	20,831 +130	+0.6%	+$12.1K	0.43%	81
2025 Q2	$1.9M	Buy	20,701 +9	+0%	+$808	0.43%	79
2025 Q1	$1.9M	Buy	20,692 +21	+0.1%	+$1.82K	0.44%	78
2024 Q4	$1.7M	Buy	20,671 +2,747	+15%	+$241K	0.41%	81
2024 Q3	$1.62M	Buy	17,924 +186	+1%	+$15.9K	0.38%	82
2024 Q2	$1.38M	Buy	17,738 +21	+0.1%	+$1.59K	0.35%	85
2024 Q1	$1.27M	Sell	17,717 -4	-0%	-$276	0.32%	88
2023 Q4	$1.24M	Sell	17,721 -7	-0%	-$481	0.34%	88
2023 Q3	$1.15M	Sell	17,728 -5	-0%	-$347	0.33%	87
2023 Q2	$1.25M	Sell	17,733 -24	-0.1%	-$1.72K	0.34%	88
2023 Q1	$1.24M	Buy	17,757 +808	+5%	+$54.4K	0.35%	86
2022 Q4	$1.21M	Buy	16,949 +245	+1%	+$16.4K	0.36%	82
2022 Q3	$1.14M	Sell	16,704 -53	-0.3%	-$4.01K	0.36%	86
2022 Q2	$1.2M	Sell	16,757 -190	-1%	-$14K	0.35%	86
2022 Q1	$1.23M	Buy	16,947 +208	+1%	+$14.1K	0.33%	85
2021 Q4	$1.15M	Sell	16,739 -276	-2%	-$17.6K	0.3%	92
2021 Q3	$1.05M	Buy	17,015 +1,640	+11%	+$106K	0.29%	93
2021 Q2	$930K	Buy	15,375 +72	+0.5%	+$4.61K	0.26%	94
2021 Q1	$951K	Buy	15,303 +20	+0.1%	+$1.2K	0.27%	93
2020 Q4	$939K	Sell	15,283 -26	-0.2%	-$1.56K	0.34%	75
2020 Q3	$830K	Buy	15,309 +365	+2%	+$19.5K	0.32%	78
2020 Q2	$775K	Buy	14,944 +15	+0.1%	+$834	0.32%	81
2020 Q1	$808K	Sell	14,929 -314	-2%	-$19.9K	0.38%	76
2019 Q4	$971K	Buy	15,243 +18	+0.1%	+$1.11K	0.38%	77
2019 Q3	$940K	Sell	15,225 -978	-6%	-$56.7K	0.39%	79
2019 Q2	$896K	Sell	16,203 -349	-2%	-$18.7K	0.37%	78
2019 Q1	$855K	Sell	16,552 -583	-3%	-$28.6K	0.37%	77
2018 Q4	$753K	Buy	17,135 +48	+0.3%	+$2.18K	0.37%	76
2018 Q3	$745K	Sell	17,087 -208	-1%	-$9.59K	0.33%	78
2018 Q2	$801K	Sell	17,295 -102	-0.6%	-$4.57K	0.4%	74
2018 Q1	$777K	Sell	17,397 -102	-0.6%	-$4.53K	0.39%	74
2017 Q4	$842K	Buy	17,499 +250	+1%	+$12.7K	0.41%	72
2017 Q3	$848K	Sell	17,249 -649	-4%	-$31.5K	0.44%	69
2017 Q2	$857K	Buy	17,898 +291	+2%	+$14.6K	0.45%	64
2017 Q1	$876K	Sell	17,607 -127	-0.7%	-$6.28K	0.48%	62
2016 Q4	$872K	Buy	17,734 +57	+0.3%	+$2.8K	0.5%	60
2016 Q3	$897K	Buy	17,677 +50	+0.3%	+$2.63K	0.52%	57
2016 Q2	$949K	Sell	17,627 -48	-0.3%	-$2.41K	0.56%	54
2016 Q1	$914K	Sell	17,675 -343	-2%	-$16.7K	0.56%	55
2015 Q4	$843K	Buy	18,018 +55	+0.3%	+$2.49K	0.53%	56
2015 Q3	$803K	Buy	17,963 +387	+2%	+$17K	0.56%	55
2015 Q2	$755K	Sell	17,576 -276	-2%	-$12K	0.49%	60
2015 Q1	$789K	Buy	17,852 +52	+0.3%	+$2.47K	0.51%	58
2014 Q4	$857K	Buy	+17,800	New	+$841K	0.56%	57

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Benedict Financial Advisors's SO Position: Q2 2026 in Review

Benedict Financial Advisors reduced its Southern Company (SO) stake by 0.67% in Q2 2026, selling an estimated $13.5K and leaving 21,322 shares worth $2.04M. The position accounts for 0.4% of the portfolio, ranked #87.

Benedict Financial Advisors first reported a position in SO in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.07M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Benedict Financial Advisors held 21,322 shares of Southern Company worth $2.04M as of Q2 2026.
Benedict Financial Advisors sold 143 Southern Company shares in Q2 2026, an estimated $13.5K.
Southern Company made up 0.4% of Benedict Financial Advisors's portfolio in Q2 2026, its #87 holding.
Benedict Financial Advisors first reported a position in Southern Company in Q4 2014 and has held it in 47 quarters since.
Benedict Financial Advisors's Southern Company position peaked at $2.07M in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.