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Financial Planning Hawaii’s Southern Company SO Stock Holding History

Financial Planning Hawaii’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 		$296K Hold
3,090
– – 0.16% 110
2026
Q1 		$298K Hold
3,090
– – 0.18% 105
2025
Q4 		$269K Buy
+3,090
New +$282K 0.16% 111

Other funds holding SO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Financial Planning Hawaii's SO Position: Q2 2026 in Review

Financial Planning Hawaii held its Southern Company (SO) position steady in Q2 2026 at 3,090 shares worth $296K. The position accounts for 0.16% of the portfolio, ranked #110.

Financial Planning Hawaii first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $298K in Q1 2026. 1,473 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Financial Planning Hawaii held 3,090 shares of Southern Company worth $296K as of Q2 2026.
  • Financial Planning Hawaii left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.16% of Financial Planning Hawaii's portfolio in Q2 2026, its #110 holding.
  • Financial Planning Hawaii first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's Southern Company position peaked at $298K in Q1 2026.
  • 1,473 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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