Fee-Only Financial Planning’s Southern Company SO Stock Holding History

Fee-Only Financial 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	$528K	Sell	5,518 -350	-6%	-$33K	0.28%	25
2026 Q1	$566K	Buy	5,868 +218	+4%	+$20.2K	0.34%	25
2025 Q4	$493K	Hold	5,650	–	–	0.29%	27
2025 Q3	$535K	Hold	5,650	–	–	0.31%	27
2025 Q2	$519K	Hold	5,650	–	–	0.32%	26
2025 Q1	$520K	Hold	5,650	–	–	0.35%	25
2024 Q4	$465K	Hold	5,650	–	–	0.3%	26
2024 Q3	$510K	Sell	5,650 -500	-8%	-$42.7K	0.33%	26
2024 Q2	$477K	Hold	6,150	–	–	0.32%	26
2024 Q1	$441K	Hold	6,150	–	–	0.3%	27
2023 Q4	$431K	Hold	6,150	–	–	0.31%	26
2023 Q3	$398K	Hold	6,150	–	–	0.32%	25
2023 Q2	$432K	Hold	6,150	–	–	0.33%	26
2023 Q1	$428K	Hold	6,150	–	–	0.35%	27
2022 Q4	$439K	Buy	+6,150	New	+$411K	0.37%	26

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

Fee-Only Financial Planning's SO Position: Q2 2026 in Review

Fee-Only Financial Planning reduced its Southern Company (SO) stake by 6% in Q2 2026, selling an estimated $33K and leaving 5,518 shares worth $528K. The position accounts for 0.28% of the portfolio, ranked #25.

Fee-Only Financial Planning first reported a position in SO in Q4 2022 and has held it in 15 quarters since. The position peaked at $566K in Q1 2026. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Fee-Only Financial Planning held 5,518 shares of Southern Company worth $528K as of Q2 2026.
Fee-Only Financial Planning sold 350 Southern Company shares in Q2 2026, an estimated $33K.
Southern Company made up 0.28% of Fee-Only Financial Planning's portfolio in Q2 2026, its #25 holding.
Fee-Only Financial Planning first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
Fee-Only Financial Planning's Southern Company position peaked at $566K in Q1 2026.
2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Fee-Only Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.