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Community Financial Services Group’s Southern Company SO Stock Holding History

Community Financial Services 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
Q2 		$133K Buy
1,401
+890
+174% +$83.8K 0.02% 154
2026
Q1 		$49.5K Buy
+511
New +$47.3K 0.01% 193
2015
Q2 		– Sell
-18
Closed – – 327
2015
Q1 		$0 Buy
+18
New +$855 ﹤0.01% 351
2013
Q4 		– Sell
-92
Closed -$4K – 165
2013
Q3 		$4K Hold
92
– – ﹤0.01% 209
2013
Q2 		$4K Buy
+92
New +$4.23K ﹤0.01% 209

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

Community Financial Services Group's SO Position: Q2 2026 in Review

Community Financial Services Group increased its Southern Company (SO) stake by 174% in Q2 2026, buying an estimated $83.8K and bringing the position to 1,401 shares worth $133K. The position accounts for 0.02% of the portfolio, ranked #154.

Community Financial Services Group first reported a position in SO in Q2 2013 and has held it in 5 quarters since. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Community Financial Services Group held 1,401 shares of Southern Company worth $133K as of Q2 2026.
  • Community Financial Services Group bought 890 Southern Company shares in Q2 2026, an estimated $83.8K.
  • Southern Company made up 0.02% of Community Financial Services Group's portfolio in Q2 2026, its #154 holding.
  • Community Financial Services Group first reported a position in Southern Company in Q2 2013 and has held it in 5 quarters since.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.