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Colton Groome Financial Advisors’s Southern Company SO Stock Holding History

Colton Groome Financial Advisors’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 		$256K Buy
2,671
+449
+20% +$42.3K 0.06% 144
2026
Q1 		$214K Buy
+2,222
New +$206K 0.06% 132
2025
Q4 		– Sell
-2,222
Closed -$211K – 142
2025
Q3 		$211K Buy
+2,222
New +$207K 0.06% 134
2024
Q4 		– Sell
-3,900
Closed -$352K – 132
2024
Q3 		$352K Hold
3,900
– – 0.13% 97
2024
Q2 		$303K Hold
3,900
– – 0.12% 99
2024
Q1 		$280K Sell
3,900
-17
-0.4% -$1.17K 0.11% 95
2023
Q4 		$275K Buy
+3,917
New +$269K 0.12% 100
2023
Q1 		– Sell
-3,417
Closed -$244K – 138
2022
Q4 		$244K Hold
3,417
– – 0.12% 113
2022
Q3 		$232K Hold
3,417
– – 0.12% 100
2022
Q2 		$244K Hold
3,417
– – 0.12% 96
2022
Q1 		$248K Buy
+3,417
New +$231K 0.11% 94

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Colton Groome Financial Advisors's SO Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its Southern Company (SO) stake by 20% in Q2 2026, buying an estimated $42.3K and bringing the position to 2,671 shares worth $256K. The position accounts for 0.06% of the portfolio, ranked #144.

Colton Groome Financial Advisors first reported a position in SO in Q1 2022 and has held it in 11 quarters since. The position peaked at $352K in Q3 2024. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Colton Groome Financial Advisors held 2,671 shares of Southern Company worth $256K as of Q2 2026.
  • Colton Groome Financial Advisors bought 449 Southern Company shares in Q2 2026, an estimated $42.3K.
  • Southern Company made up 0.06% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #144 holding.
  • Colton Groome Financial Advisors first reported a position in Southern Company in Q1 2022 and has held it in 11 quarters since.
  • Colton Groome Financial Advisors's Southern Company position peaked at $352K in Q3 2024.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.