EFG
SO icon

Everhart Financial Group’s Southern Company SO Stock Holding History

Everhart 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 		$383K Buy
4,003
+129
+3% +$12.1K 0.02% 315
2026
Q1 		$374K Buy
3,874
+1,342
+53% +$124K 0.03% 326
2025
Q4 		$221K Sell
2,532
-808
-24% -$73.8K 0.02% 390
2025
Q3 		$317K Buy
+3,340
New +$312K 0.03% 308
2024
Q4 		– Sell
-2,934
Closed -$265K – 327
2024
Q3 		$265K Buy
+2,934
New +$251K 0.06% 274

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 $3.37T AUM 44.26% 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

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

Everhart Financial Group increased its Southern Company (SO) stake by 3.3% in Q2 2026, buying an estimated $12.1K and bringing the position to 4,003 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #315.

Everhart Financial Group first reported a position in SO in Q3 2024 and has held it in 5 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Everhart Financial Group held 4,003 shares of Southern Company worth $383K as of Q2 2026.
  • Everhart Financial Group bought 129 Southern Company shares in Q2 2026, an estimated $12.1K.
  • Southern Company made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #315 holding.
  • Everhart Financial Group first reported a position in Southern Company in Q3 2024 and has held it in 5 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.