Financial Life Planners’s Southern Company SO Stock Holding History

Financial Life Planners’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	$15.1K	Buy	158 +2	+1%	+$188	0.01%	210
2026 Q1	$15.1K	Buy	+156	New	+$14.4K	0.01%	209
2025 Q4	–	Sell	-154	Closed	-$14.6K	–	284
2025 Q3	$14.6K	Buy	+154	New	+$14.4K	0.01%	223
2025 Q1	–	Sell	-150	Closed	-$12.4K	–	328
2024 Q4	$12.4K	Buy	+150	New	+$13.2K	0.01%	245

Other funds holding SO

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Life Planners's SO Position: Q2 2026 in Review

Financial Life Planners increased its Southern Company (SO) stake by 1.3% in Q2 2026, buying an estimated $188 and bringing the position to 158 shares worth $15.1K. The position accounts for 0.01% of the portfolio, ranked #210.

Financial Life Planners first reported a position in SO in Q4 2024 and has held it in 4 quarters since. The position peaked at $15.1K in Q1 2026. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Financial Life Planners held 158 shares of Southern Company worth $15.1K as of Q2 2026.
Financial Life Planners bought 2 Southern Company shares in Q2 2026, an estimated $188.
Southern Company made up 0.01% of Financial Life Planners's portfolio in Q2 2026, its #210 holding.
Financial Life Planners first reported a position in Southern Company in Q4 2024 and has held it in 4 quarters since.
Financial Life Planners's Southern Company position peaked at $15.1K in Q1 2026.
696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.