Creative Planning’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
Other funds holding SO
Creative Planning's SO Position: Q2 2026 in Review
Creative Planning increased its Southern Company (SO) stake by 6.1% in Q2 2026, buying an estimated $3.37M and bringing the position to 625,306 shares worth $59.8M. The position accounts for 0.04% of the portfolio, ranked #214.
Creative Planning first reported a position in SO in Q2 2013 and has held it in 53 quarters since. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Creative Planning held 625,306 shares of Southern Company worth $59.8M as of Q2 2026.
- Creative Planning bought 35,749 Southern Company shares in Q2 2026, an estimated $3.37M.
- Southern Company made up 0.04% of Creative Planning's portfolio in Q2 2026, its #214 holding.
- Creative Planning first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
- 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.