CFS Investment Advisory Services’s Southern Company SO Stock Holding History

CFS Investment Advisory Services’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	$1.29M	Buy	13,138 +89	+0.7%	+$8.38K	0.09%	173
2026 Q1	$1.23M	Buy	13,049 +285	+2%	+$26.4K	0.08%	177
2025 Q4	$1.11M	Sell	12,764 -96	-0.7%	-$8.76K	0.08%	172
2025 Q3	$1.23M	Buy	12,860 +562	+5%	+$52.5K	0.09%	166
2025 Q2	$1.13M	Buy	12,298 +356	+3%	+$32K	0.09%	162
2025 Q1	$1.1M	Buy	11,942 +2	+0%	+$173	0.1%	161
2024 Q4	$983K	Buy	11,940 +225	+2%	+$19.7K	0.09%	158
2024 Q3	$1.06M	Sell	11,715 -11,741	-50%	-$1M	0.09%	149
2024 Q2	$1.82M	Buy	+23,456	New	+$1.78M	0.15%	99
2023 Q3	–	Sell	-16,276	Closed	-$1.14M	–	241
2023 Q2	$1.14M	Buy	+16,276	New	+$1.17M	0.15%	113

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

CFS Investment Advisory Services's SO Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Southern Company (SO) stake by 0.68% in Q2 2026, buying an estimated $8.38K and bringing the position to 13,138 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #173.

CFS Investment Advisory Services first reported a position in SO in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.82M in Q2 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

CFS Investment Advisory Services held 13,138 shares of Southern Company worth $1.29M as of Q2 2026.
CFS Investment Advisory Services bought 89 Southern Company shares in Q2 2026, an estimated $8.38K.
Southern Company made up 0.09% of CFS Investment Advisory Services's portfolio in Q2 2026, its #173 holding.
CFS Investment Advisory Services first reported a position in Southern Company in Q2 2023 and has held it in 10 quarters since.
CFS Investment Advisory Services's Southern Company position peaked at $1.82M in Q2 2024.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.