Creative Planning
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Creative Planning’s Southern Company SO Stock Holding History

Creative Planning’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
2017
Q1 		– Sell
-2,000
Closed -$2K – 4883
2016
Q4 		$2K Buy
+2,000
New +$98.3K ﹤0.01% 4302

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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.