Fiduciary Planning’s Southern Company SO Stock Holding History

Fiduciary 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	$237K	Hold	2,453	–	–	0.07%	66
2025 Q4	$214K	Hold	2,453	–	–	0.06%	71
2025 Q3	$232K	Hold	2,453	–	–	0.07%	75
2025 Q2	$225K	Hold	2,453	–	–	0.07%	73
2025 Q1	$226K	Buy	+2,453	New	+$212K	0.07%	70
2021 Q2	–	Sell	-48	Closed	-$3K	–	234
2021 Q1	$3K	Sell	48 -23,753	-100%	-$1.42M	﹤0.01%	221
2020 Q4	$1.46M	Buy	23,801 +965	+4%	+$58K	2.06%	25
2020 Q3	$1.24M	Buy	22,836 +2,184	+11%	+$117K	2.04%	22
2020 Q2	$1.13M	Sell	20,652 -292	-1%	-$16.2K	2.48%	15
2020 Q1	$1.13M	Buy	+20,944	New	+$1.33M	2.13%	11

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

Fiduciary Planning's SO Position: Q1 2026 in Review

Fiduciary Planning held its Southern Company (SO) position steady in Q1 2026 at 2,453 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #66.

Fiduciary Planning first reported a position in SO in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.46M in Q4 2020. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Fiduciary Planning held 2,453 shares of Southern Company worth $237K as of Q1 2026.
Fiduciary Planning left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.07% of Fiduciary Planning's portfolio in Q1 2026, its #66 holding.
Fiduciary Planning first reported a position in Southern Company in Q1 2020 and has held it in 10 quarters since.
Fiduciary Planning's Southern Company position peaked at $1.46M in Q4 2020.
2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.