Financial Security Advisor’s Southern Company SO Stock Holding History

Financial Security Advisor’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	$1.18M	Sell	12,337 -580	-4%	-$54.6K	0.19%	50
2026 Q1	$1.25M	Buy	12,917 +22	+0.2%	+$2.04K	0.23%	46
2025 Q4	$1.12M	Sell	12,895 -64	-0.5%	-$5.84K	0.22%	49
2025 Q3	$1.23M	Buy	12,959 +23	+0.2%	+$2.15K	0.26%	43
2025 Q2	$1.19M	Buy	12,936 +643	+5%	+$57.8K	0.27%	43
2025 Q1	$1.13M	Buy	12,293 +21	+0.2%	+$1.82K	0.29%	40
2024 Q4	$1.01M	Buy	12,272 +161	+1%	+$14.1K	0.26%	44
2024 Q3	$1.09M	Buy	12,111 +8,248	+214%	+$705K	0.27%	43
2024 Q2	$300K	Buy	3,863 +16	+0.4%	+$1.21K	0.1%	80
2024 Q1	$276K	Buy	3,847 +25	+0.7%	+$1.73K	0.1%	84
2023 Q4	$268K	Sell	3,822 -1,109	-22%	-$76.2K	0.11%	80
2023 Q3	$319K	Buy	+4,931	New	+$342K	0.15%	77

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Financial Security Advisor's SO Position: Q2 2026 in Review

Financial Security Advisor reduced its Southern Company (SO) stake by 4.5% in Q2 2026, selling an estimated $54.6K and leaving 12,337 shares worth $1.18M. The position accounts for 0.19% of the portfolio, ranked #50.

Financial Security Advisor first reported a position in SO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.25M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Financial Security Advisor held 12,337 shares of Southern Company worth $1.18M as of Q2 2026.
Financial Security Advisor sold 580 Southern Company shares in Q2 2026, an estimated $54.6K.
Southern Company made up 0.19% of Financial Security Advisor's portfolio in Q2 2026, its #50 holding.
Financial Security Advisor first reported a position in Southern Company in Q3 2023 and has held it in 12 quarters since.
Financial Security Advisor's Southern Company position peaked at $1.25M in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.