CFP
SO icon

Curran Financial Partners’s Southern Company SO Stock Holding History

Curran Financial Partners’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
Q1 		$293K Buy
3,033
+604
+25% +$55.9K 0.05% 101
2025
Q4 		$212K Buy
2,429
+269
+12% +$24.6K 0.04% 119
2025
Q3 		$205K Buy
+2,160
New +$202K 0.04% 126
2025
Q2 		– Sell
-2,591
Closed -$238K – 125
2025
Q1 		$238K Sell
2,591
-184
-7% -$15.9K 0.06% 89
2024
Q4 		$228K Buy
2,775
+302
+12% +$26.5K 0.06% 92
2024
Q3 		$223K Sell
2,473
-166
-6% -$14.2K 0.06% 86
2024
Q2 		$205K Buy
+2,639
New +$200K 0.07% 83

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

Curran Financial Partners's SO Position: Q1 2026 in Review

Curran Financial Partners increased its Southern Company (SO) stake by 25% in Q1 2026, buying an estimated $55.9K and bringing the position to 3,033 shares worth $293K. The position accounts for 0.05% of the portfolio, ranked #101.

Curran Financial Partners first reported a position in SO in Q2 2024 and has held it in 7 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Curran Financial Partners held 3,033 shares of Southern Company worth $293K as of Q1 2026.
  • Curran Financial Partners bought 604 Southern Company shares in Q1 2026, an estimated $55.9K.
  • Southern Company made up 0.05% of Curran Financial Partners's portfolio in Q1 2026, its #101 holding.
  • Curran Financial Partners first reported a position in Southern Company in Q2 2024 and has held it in 7 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.