CFG
SO icon

Chapman Financial Group’s Southern Company SO Stock Holding History

Chapman Financial Group’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
Q3 		$69.6K Hold
840
– – 0.05% 167
2026
Q2 		$80.4K Hold
840
– – 0.05% 163
2026
Q1 		$81.1K Hold
840
– – 0.06% 164
2025
Q4 		$73.2K Hold
840
– – 0.05% 165
2025
Q3 		$79.6K Buy
+840
New +$78.4K 0.06% 164

Other funds holding SO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Chapman Financial Group's SO Position: Q3 2026 in Review

Chapman Financial Group held its Southern Company (SO) position steady in Q3 2026 at 840 shares worth $69.6K. The position accounts for 0.05% of the portfolio, ranked #167.

Chapman Financial Group first reported a position in SO in Q3 2025 and has held it in 5 quarters since. The position peaked at $81.1K in Q1 2026. 1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Chapman Financial Group held 840 shares of Southern Company worth $69.6K as of Q3 2026.
  • Chapman Financial Group left its Southern Company share count unchanged in Q3 2026.
  • Southern Company made up 0.05% of Chapman Financial Group's portfolio in Q3 2026, its #167 holding.
  • Chapman Financial Group first reported a position in Southern Company in Q3 2025 and has held it in 5 quarters since.
  • Chapman Financial Group's Southern Company position peaked at $81.1K in Q1 2026.
  • 1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Chapman Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.