Catalyst Financial Partners’s Southern Company SO Stock Holding History

Catalyst Financial Partners’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	$603K	Sell	6,300 -558	-8%	-$52.5K	0.06%	184
2026 Q1	$662K	Buy	6,858 +3,078	+81%	+$285K	0.08%	164
2025 Q4	$330K	Sell	3,780 -69	-2%	-$6.3K	0.04%	234
2025 Q3	$365K	Buy	3,849 +106	+3%	+$9.9K	0.04%	215
2025 Q2	$344K	Buy	3,743 +501	+15%	+$45K	0.04%	215
2025 Q1	$298K	Sell	3,242 -71	-2%	-$6.15K	0.05%	219
2024 Q4	$273K	Sell	3,313 -123	-4%	-$10.8K	0.05%	221
2024 Q3	$310K	Buy	3,436 +657	+24%	+$56.1K	0.06%	196
2024 Q2	$216K	Buy	+2,779	New	+$211K	0.05%	229

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 $3.38T AUM 44.17% 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

Catalyst Financial Partners's SO Position: Q2 2026 in Review

Catalyst Financial Partners reduced its Southern Company (SO) stake by 8.1% in Q2 2026, selling an estimated $52.5K and leaving 6,300 shares worth $603K. The position accounts for 0.06% of the portfolio, ranked #184.

Catalyst Financial Partners first reported a position in SO in Q2 2024 and has held it in 9 quarters since. The position peaked at $662K in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Catalyst Financial Partners held 6,300 shares of Southern Company worth $603K as of Q2 2026.
Catalyst Financial Partners sold 558 Southern Company shares in Q2 2026, an estimated $52.5K.
Southern Company made up 0.06% of Catalyst Financial Partners's portfolio in Q2 2026, its #184 holding.
Catalyst Financial Partners first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
Catalyst Financial Partners's Southern Company position peaked at $662K in Q1 2026.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.