Creative Planning’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $56.9M | Buy |
589,557
+108,521
| +23% | +$10M | 0.04% | 197 |
|
|
2025
Q4 | $41.9M | Buy |
481,036
+15,921
| +3% | +$1.45M | 0.03% | 228 |
|
|
2025
Q3 | $44.1M | Buy |
465,115
+15,814
| +4% | +$1.48M | 0.03% | 206 |
|
|
2025
Q2 | $41.3M | Buy |
449,301
+3,805
| +0.9% | +$342K | 0.04% | 203 |
|
|
2025
Q1 | $41M | Buy |
445,496
+61,268
| +16% | +$5.3M | 0.04% | 199 |
|
|
2024
Q4 | $31.6M | Buy |
384,228
+15,582
| +4% | +$1.37M | 0.03% | 212 |
|
|
2024
Q3 | $33.2M | Buy |
368,646
+12,011
| +3% | +$1.03M | 0.03% | 199 |
|
|
2024
Q2 | $27.7M | Buy |
356,635
+27,949
| +9% | +$2.12M | 0.03% | 216 |
|
|
2024
Q1 | $23.6M | Buy |
328,686
+19,710
| +6% | +$1.36M | 0.03% | 230 |
|
|
2023
Q4 | $21.7M | Buy |
308,976
+13,126
| +4% | +$901K | 0.04% | 231 |
|
|
2023
Q3 | $19.1M | Buy |
295,850
+12,570
| +4% | +$872K | 0.03% | 247 |
|
|
2023
Q2 | $19.9M | Buy |
283,280
+11,611
| +4% | +$833K | 0.03% | 225 |
|
|
2023
Q1 | $18.9M | Buy |
271,669
+4,341
| +2% | +$292K | 0.03% | 224 |
|
|
2022
Q4 | $19.1M | Buy |
267,328
+5,751
| +2% | +$385K | 0.03% | 223 |
|
|
2022
Q3 | $17.8M | Buy |
261,577
+2,587
| +1% | +$196K | 0.03% | 209 |
|
|
2022
Q2 | $18.5M | Buy |
258,990
+27,788
| +12% | +$2.04M | 0.03% | 206 |
|
|
2022
Q1 | $16.8M | Buy |
231,202
+7,957
| +4% | +$539K | 0.03% | 235 |
|
|
2021
Q4 | $15.3M | Sell |
223,245
-7,642
| -3% | -$487K | 0.02% | 221 |
|
|
2021
Q3 | $14.3M | Buy |
230,887
+6,348
| +3% | +$409K | 0.03% | 214 |
|
|
2021
Q2 | $13.6M | Sell |
224,539
-24,951
| -10% | -$1.6M | 0.02% | 216 |
|
|
2021
Q1 | $15.5M | Buy |
249,490
+10,631
| +4% | +$637K | 0.03% | 210 |
|
|
2020
Q4 | $14.7M | Buy |
238,859
+2,747
| +1% | +$165K | 0.03% | 202 |
|
|
2020
Q3 | $12.8M | Buy |
236,112
+28,609
| +14% | +$1.53M | 0.03% | 180 |
|
|
2020
Q2 | $10.8M | Sell |
207,503
-1,219
| -0.6% | -$67.8K | 0.03% | 182 |
|
|
2020
Q1 | $11.3M | Sell |
208,722
-2,391
| -1% | -$151K | 0.04% | 156 |
|
|
2019
Q4 | $13.4M | Sell |
211,113
-21,367
| -9% | -$1.32M | 0.04% | 157 |
|
|
2019
Q3 | $14.4M | Buy |
232,480
+2,097
| +0.9% | +$122K | 0.05% | 140 |
|
|
2019
Q2 | $12.7M | Sell |
230,383
-6,642
| -3% | -$356K | 0.04% | 152 |
|
|
2019
Q1 | $12.2M | Buy |
237,025
+5,885
| +3% | +$288K | 0.04% | 139 |
|
|
2018
Q4 | $10.2M | Buy |
231,140
+1,358
| +0.6% | +$61.7K | 0.04% | 145 |
|
|
2018
Q3 | $10M | Buy |
229,782
+29,651
| +15% | +$1.37M | 0.04% | 165 |
|
|
2018
Q2 | $9.27M | Buy |
200,131
+13,579
| +7% | +$608K | 0.04% | 163 |
|
|
2018
Q1 | $8.33M | Sell |
186,552
-1,160
| -0.6% | -$51.5K | 0.03% | 167 |
|
|
2017
Q4 | $9.03M | Buy |
187,712
+15,075
| +9% | +$768K | 0.04% | 153 |
|
|
2017
Q3 | $8.48M | Buy |
172,637
+2,099
| +1% | +$102K | 0.04% | 156 |
|
|
2017
Q2 | $8.16M | Sell |
170,538
-7,083
| -4% | -$355K | 0.04% | 159 |
|
|
2017
Q1 | $8.84M | Sell |
177,621
-4,416
| -2% | -$218K | 0.05% | 145 |
|
|
2016
Q4 | $8.95M | Buy |
182,037
+4,935
| +3% | +$242K | 0.05% | 140 |
|
|
2016
Q3 | $9.09M | Buy |
177,102
+7,634
| +5% | +$402K | 0.06% | 129 |
|
|
2016
Q2 | $9.09M | Buy |
169,468
+18,160
| +12% | +$913K | 0.07% | 110 |
|
|
2016
Q1 | $7.83M | Buy |
151,308
+3,522
| +2% | +$172K | 0.06% | 119 |
|
|
2015
Q4 | $6.92M | Sell |
147,786
-19,197
| -11% | -$870K | 0.06% | 128 |
|
|
2015
Q3 | $7.46M | Buy |
166,983
+11,355
| +7% | +$498K | 0.07% | 118 |
|
|
2015
Q2 | $6.52M | Buy |
155,628
+3,788
| +2% | +$165K | 0.06% | 129 |
|
|
2015
Q1 | $6.72M | Buy |
151,840
+12,421
| +9% | +$590K | 0.06% | 121 |
|
|
2014
Q4 | $6.85M | Sell |
139,419
-16,322
| -10% | -$771K | 0.07% | 116 |
|
|
2014
Q3 | $6.8M | Buy |
155,741
+29,807
| +24% | +$1.31M | 0.08% | 109 |
|
|
2014
Q2 | $5.71M | Sell |
125,934
-4,019
| -3% | -$178K | 0.07% | 111 |
|
|
2014
Q1 | $5.71M | Buy |
129,953
+19,107
| +17% | +$801K | 0.09% | 99 |
|
|
2013
Q4 | $4.56M | Buy |
110,846
+7,444
| +7% | +$307K | 0.08% | 103 |
|
|
2013
Q3 | $4.26M | Buy |
103,402
+32,529
| +46% | +$1.4M | 0.08% | 91 |
|
|
2013
Q2 | $3.13M | Buy |
+70,873
| New | +$3.26M | 0.07% | 97 |
|
Other funds holding SO
VCM
VPM
Creative Planning's SO Position: Q1 2026 in Review
Creative Planning increased its Southern Company (SO) stake by 23% in Q1 2026, buying an estimated $10M and bringing the position to 589,557 shares worth $56.9M. The position accounts for 0.04% of the portfolio, ranked #197.
Creative Planning first reported a position in SO in Q2 2013 and has held it in 52 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Creative Planning held 589,557 shares of Southern Company worth $56.9M as of Q1 2026.
- Creative Planning bought 108,521 Southern Company shares in Q1 2026, an estimated $10M.
- Southern Company made up 0.04% of Creative Planning's portfolio in Q1 2026, its #197 holding.
- Creative Planning first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.