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Commonwealth Financial Services’s Southern Company SO Stock Holding History

Commonwealth Financial 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 		$244K Buy
2,551
+137
+6% +$12.9K 0.03% 252
2026
Q1 		$233K Buy
+2,414
New +$223K 0.04% 236
2025
Q4 		– Sell
-2,210
Closed -$209K – 250
2025
Q3 		$209K Buy
2,210
+29
+1% +$2.71K 0.04% 213
2025
Q2 		$200K Hold
2,181
– – 0.04% 207
2025
Q1 		$201K Buy
+2,181
New +$189K 0.04% 193
2017
Q1 		$25K Hold
488
– – 0.03% 132
2016
Q4 		$24K Hold
488
– – 0.02% 124
2016
Q3 		$25K Sell
488
-333
-41% -$17.5K 0.02% 115
2016
Q2 		$44K Sell
821
-569
-41% -$28.6K 0.05% 92
2016
Q1 		$72K Buy
1,390
+1,190
+595% +$58K 0.11% 73
2015
Q4 		$9K Hold
200
– – 0.03% 162
2015
Q3 		$9K Sell
200
-9,032
-98% -$396K 0.01% 164
2015
Q2 		$387K Sell
9,232
-179
-2% -$7.8K 0.42% 25
2015
Q1 		$417K Buy
9,411
+218
+2% +$10.4K 0.37% 30
2014
Q4 		$451K Buy
+9,193
New +$434K 0.4% 29

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

Commonwealth Financial Services's SO Position: Q2 2026 in Review

Commonwealth Financial Services increased its Southern Company (SO) stake by 5.7% in Q2 2026, buying an estimated $12.9K and bringing the position to 2,551 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #252.

Commonwealth Financial Services first reported a position in SO in Q4 2014 and has held it in 15 quarters since. The position peaked at $451K in Q4 2014. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Commonwealth Financial Services held 2,551 shares of Southern Company worth $244K as of Q2 2026.
  • Commonwealth Financial Services bought 137 Southern Company shares in Q2 2026, an estimated $12.9K.
  • Southern Company made up 0.03% of Commonwealth Financial Services's portfolio in Q2 2026, its #252 holding.
  • Commonwealth Financial Services first reported a position in Southern Company in Q4 2014 and has held it in 15 quarters since.
  • Commonwealth Financial Services's Southern Company position peaked at $451K in Q4 2014.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.