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Ethos Financial Group’s Southern Company SO Stock Holding History

Ethos Financial 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 		$1.63M Sell
17,012
-4,005
-19% -$377K 0.11% 166
2026
Q1 		$1.83M Hold
21,017
– – 0.13% 142
2025
Q4 		$1.83M Sell
21,017
-731
-3% -$66.7K 0.14% 143
2025
Q3 		$2.06M Buy
21,748
+1,128
+5% +$105K 0.16% 121
2025
Q2 		$1.89M Sell
20,620
-23,382
-53% -$2.1M 0.16% 123
2025
Q1 		$3.98M Buy
44,002
+40,600
+1,193% +$3.51M 0.38% 63
2024
Q4 		$280K Buy
3,402
+1,093
+47% +$95.9K 0.04% 231
2024
Q3 		$208K Buy
+2,309
New +$197K 0.03% 267

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 $3.38T AUM 44.17% 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

Ethos Financial Group's SO Position: Q2 2026 in Review

Ethos Financial Group reduced its Southern Company (SO) stake by 19% in Q2 2026, selling an estimated $377K and leaving 17,012 shares worth $1.63M. The position accounts for 0.11% of the portfolio, ranked #166.

Ethos Financial Group first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.98M in Q1 2025. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Ethos Financial Group held 17,012 shares of Southern Company worth $1.63M as of Q2 2026.
  • Ethos Financial Group sold 4,005 Southern Company shares in Q2 2026, an estimated $377K.
  • Southern Company made up 0.11% of Ethos Financial Group's portfolio in Q2 2026, its #166 holding.
  • Ethos Financial Group first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
  • Ethos Financial Group's Southern Company position peaked at $3.98M in Q1 2025.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.