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 Q3	$457K	Hold	5,518	–	–	0.25%	27
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fee-Only Financial Planning's SO Position: Q3 2026 in Review

Fee-Only Financial Planning held its Southern Company (SO) position steady in Q3 2026 at 5,518 shares worth $457K. The position accounts for 0.25% of the portfolio, ranked #27.

Fee-Only Financial Planning first reported a position in SO in Q4 2022 and has held it in 16 quarters since. The position peaked at $566K in Q1 2026. 1,359 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Fee-Only Financial Planning held 5,518 shares of Southern Company worth $457K as of Q3 2026.
Fee-Only Financial Planning left its Southern Company share count unchanged in Q3 2026.
Southern Company made up 0.25% of Fee-Only Financial Planning's portfolio in Q3 2026, its #27 holding.
Fee-Only Financial Planning first reported a position in Southern Company in Q4 2022 and has held it in 16 quarters since.
Fee-Only Financial Planning's Southern Company position peaked at $566K in Q1 2026.
1,359 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Fee-Only Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.