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Financial Consulate’s Southern Company SO Stock Holding History

Financial Consulate’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 		$57.4K Buy
600
+9
+2% +$847 0.01% 322
2026
Q1 		$57K Buy
591
+6
+1% +$555 0.01% 304
2025
Q4 		$51K Buy
585
+42
+8% +$3.83K 0.01% 315
2025
Q3 		$51.5K Buy
+543
New +$50.7K 0.01% 312

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Financial Consulate's SO Position: Q2 2026 in Review

Financial Consulate increased its Southern Company (SO) stake by 1.5% in Q2 2026, buying an estimated $847 and bringing the position to 600 shares worth $57.4K. The position accounts for 0.01% of the portfolio, ranked #322.

Financial Consulate first reported a position in SO in Q3 2025 and has held it in 4 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Financial Consulate held 600 shares of Southern Company worth $57.4K as of Q2 2026.
  • Financial Consulate bought 9 Southern Company shares in Q2 2026, an estimated $847.
  • Southern Company made up 0.01% of Financial Consulate's portfolio in Q2 2026, its #322 holding.
  • Financial Consulate first reported a position in Southern Company in Q3 2025 and has held it in 4 quarters since.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.