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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fee-Only Financial Planning's SO Position: Q1 2026 in Review

Fee-Only Financial Planning increased its Southern Company (SO) stake by 3.9% in Q1 2026, buying an estimated $20.2K and bringing the position to 5,868 shares worth $566K. The position accounts for 0.34% of the portfolio, ranked #25.

Fee-Only Financial Planning first reported a position in SO in Q4 2022 and has held it in 14 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Fee-Only Financial Planning held 5,868 shares of Southern Company worth $566K as of Q1 2026.
Fee-Only Financial Planning bought 218 Southern Company shares in Q1 2026, an estimated $20.2K.
Southern Company made up 0.34% of Fee-Only Financial Planning's portfolio in Q1 2026, its #25 holding.
Fee-Only Financial Planning first reported a position in Southern Company in Q4 2022 and has held it in 14 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Fee-Only Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.