Falcon Wealth Planning’s Southern Company SO Stock Holding History

Falcon Wealth 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
2026 Q2	$250K	Buy	+2,608	New	+$246K	0.02%	218

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Falcon Wealth Planning's SO Position: Q2 2026 in Review

Falcon Wealth Planning opened a new position in Southern Company (SO) in Q2 2026: 2,608 shares worth $250K. The stake represents 0.02% of the portfolio and ranks #218 among its holdings.

2,354 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Falcon Wealth Planning held 2,608 shares of Southern Company worth $250K as of Q2 2026.
Southern Company was a new Falcon Wealth Planning position in Q2 2026.
Southern Company made up 0.02% of Falcon Wealth Planning's portfolio in Q2 2026, its #218 holding.
2,354 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.