CFFP
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Center for Financial Planning’s Southern Company SO Stock Holding History

Center for Financial Planning’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 		$140K Hold
1,459
– – 0.01% 205
2026
Q1 		$141K Sell
1,459
-80
-5% -$7.4K 0.01% 195
2025
Q4 		$134K Buy
1,539
+180
+13% +$16.4K 0.01% 199
2025
Q3 		$129K Buy
1,359
+605
+80% +$56.5K 0.01% 202
2025
Q2 		$69.2K Hold
754
– – 0.01% 259
2025
Q1 		$69.3K Sell
754
-2,064
-73% -$179K 0.01% 249
2024
Q4 		$232K Buy
2,818
+2,278
+422% +$200K 0.03% 143
2024
Q3 		$48.7K Hold
540
– – 0.01% 259
2024
Q2 		$41.9K Hold
540
– – 0.01% 260
2024
Q1 		$38.7K Sell
540
-800
-60% -$55.2K 0.01% 272
2023
Q4 		$94K Sell
1,340
-320
-19% -$22K 0.02% 174
2023
Q3 		$107K Hold
1,660
– – 0.02% 162
2023
Q2 		$117K Hold
1,660
– – 0.02% 160
2023
Q1 		$116K Hold
1,660
– – 0.03% 152
2022
Q4 		$119K Hold
1,660
– – 0.03% 150
2022
Q3 		$113K Hold
1,660
– – 0.03% 149
2022
Q2 		$118K Sell
1,660
-219
-12% -$16.1K 0.03% 150
2022
Q1 		$136K Sell
1,879
-1,294
-41% -$87.6K 0.03% 152
2021
Q4 		$218K Sell
3,173
-187
-6% -$11.9K 0.04% 128
2021
Q3 		$208K Hold
3,360
– – 0.05% 119
2021
Q2 		$203K Hold
3,360
– – 0.05% 123
2021
Q1 		$209K Buy
3,360
+700
+26% +$41.9K 0.05% 118
2020
Q4 		$163K Sell
2,660
-700
-21% -$42.1K 0.05% 126
2020
Q3 		$182K Sell
3,360
-1,000
-23% -$53.4K 0.06% 116
2020
Q2 		$226K Sell
4,360
-2,736
-39% -$152K 0.08% 102
2020
Q1 		$384K Buy
7,096
+2,700
+61% +$171K 0.13% 70
2019
Q4 		$280K Buy
+4,396
New +$272K 0.07% 96

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Center for Financial Planning's SO Position: Q2 2026 in Review

Center for Financial Planning held its Southern Company (SO) position steady in Q2 2026 at 1,459 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #205.

Center for Financial Planning first reported a position in SO in Q4 2019 and has held it in 27 quarters since. The position peaked at $384K in Q1 2020. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Center for Financial Planning held 1,459 shares of Southern Company worth $140K as of Q2 2026.
  • Center for Financial Planning left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #205 holding.
  • Center for Financial Planning first reported a position in Southern Company in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Southern Company position peaked at $384K in Q1 2020.
  • 696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.