COMPASS FINANCIAL MANAGEMENT LLC’s Southern Company SO Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$475K	Buy	+5,033	New	+$474K	0.06%	282

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SO Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Southern Company (SO) in Q2 2026: 5,033 shares worth $475K. The stake represents 0.06% of the portfolio and ranks #282 among its holdings.

1,893 funds tracked by Wall St. Rank hold SO as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 5,033 shares of Southern Company worth $475K as of Q2 2026.
Southern Company was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Southern Company made up 0.06% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #282 holding.
1,893 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.