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Capital Planning Advisors’s Southern Company SO Stock Holding History

Capital Planning 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
Q1 		$299K Buy
3,099
+23
+0.7% +$2.13K 0.04% 126
2025
Q4 		$268K Buy
3,076
+103
+3% +$9.4K 0.04% 141
2025
Q3 		$282K Sell
2,973
-139
-4% -$13K 0.04% 128
2025
Q2 		$286K Buy
3,112
+8
+0.3% +$719 0.04% 118
2025
Q1 		$285K Buy
3,104
+25
+0.8% +$2.16K 0.04% 119
2024
Q4 		$253K Sell
3,079
-5
-0.2% -$439 0.04% 125
2024
Q3 		$278K Buy
+3,084
New +$263K 0.04% 120

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

Capital Planning Advisors's SO Position: Q1 2026 in Review

Capital Planning Advisors increased its Southern Company (SO) stake by 0.75% in Q1 2026, buying an estimated $2.13K and bringing the position to 3,099 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #126.

Capital Planning Advisors first reported a position in SO in Q3 2024 and has held it in 7 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Capital Planning Advisors held 3,099 shares of Southern Company worth $299K as of Q1 2026.
  • Capital Planning Advisors bought 23 Southern Company shares in Q1 2026, an estimated $2.13K.
  • Southern Company made up 0.04% of Capital Planning Advisors's portfolio in Q1 2026, its #126 holding.
  • Capital Planning Advisors first reported a position in Southern Company in Q3 2024 and has held it in 7 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.