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Financial Freedom LLC’s Southern Company SO Stock Holding History

Financial Freedom LLC’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 		– Sell
-100
Closed -$9.65K – 342
2026
Q1 		$9.65K Hold
100
– – ﹤0.01% 303
2025
Q4 		$8.72K Hold
100
– – ﹤0.01% 277
2025
Q3 		$9.48K Hold
100
– – ﹤0.01% 280
2025
Q2 		$9.18K Hold
100
– – ﹤0.01% 281
2025
Q1 		$9.2K Hold
100
– – 0.01% 285
2024
Q4 		$8.23K Hold
100
– – ﹤0.01% 287
2024
Q3 		$9.02K Hold
100
– – ﹤0.01% 281
2024
Q2 		$7.76K Sell
100
-9
-8% -$682 ﹤0.01% 293
2024
Q1 		$7.82K Hold
109
– – ﹤0.01% 286
2023
Q4 		$7.63K Sell
109
-49
-31% -$3.37K ﹤0.01% 284
2023
Q3 		$10.2K Hold
158
– – 0.01% 271
2023
Q2 		$11.1K Buy
158
+1
+0.6% +$72 0.01% 260
2023
Q1 		$10.9K Buy
157
+1
+0.6% +$67 0.01% 256
2022
Q4 		$11.2K Buy
+156
New +$10.4K 0.01% 253

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 Freedom LLC's SO Position: Q2 2026 in Review

Financial Freedom LLC sold out of Southern Company (SO) in Q2 2026, closing a stake of 100 shares — an estimated $9.65K sold.

Financial Freedom LLC first reported a position in SO in Q4 2022 and held it in 14 quarters. The position peaked at $11.2K in Q4 2022. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Financial Freedom LLC reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Financial Freedom LLC sold 100 Southern Company shares in Q2 2026, an estimated $9.65K.
  • Financial Freedom LLC first reported a position in Southern Company in Q4 2022 and held it in 14 quarters.
  • Financial Freedom LLC's Southern Company position peaked at $11.2K in Q4 2022.
  • 2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.