Flaharty Asset Management’s Southern Company SO Stock Holding History

Flaharty Asset Management’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	-3,250	Closed	-$314K	–	118
2026 Q1	$314K	Sell	3,250 -1,100	-25%	-$102K	0.04%	108
2025 Q4	$379K	Hold	4,350	–	–	0.05%	96
2025 Q3	$412K	Hold	4,350	–	–	0.05%	85
2025 Q2	$399K	Hold	4,350	–	–	0.05%	86
2025 Q1	$400K	Sell	4,350 -401	-8%	-$34.7K	0.06%	79
2024 Q4	$391K	Hold	4,751	–	–	0.06%	82
2024 Q3	$428K	Buy	4,751 +700	+17%	+$59.8K	0.06%	76
2024 Q2	$314K	Buy	4,051 +401	+11%	+$30.4K	0.05%	86
2024 Q1	$262K	Hold	3,650	–	–	0.04%	95
2023 Q4	$256K	Hold	3,650	–	–	0.04%	97
2023 Q3	$236K	Hold	3,650	–	–	0.04%	95
2023 Q2	$256K	Sell	3,650 -1,900	-34%	-$136K	0.04%	94
2023 Q1	$386K	Hold	5,550	–	–	0.07%	69
2022 Q4	$396K	Hold	5,550	–	–	0.07%	74
2022 Q3	$377K	Buy	5,550 +2,300	+71%	+$174K	0.08%	73
2022 Q2	$232K	Buy	+3,250	New	+$239K	0.05%	102

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

Flaharty Asset Management's SO Position: Q2 2026 in Review

Flaharty Asset Management sold out of Southern Company (SO) in Q2 2026, closing a stake of 3,250 shares — an estimated $314K sold.

Flaharty Asset Management first reported a position in SO in Q2 2022 and held it in 16 quarters. The position peaked at $428K in Q3 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Flaharty Asset Management reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
Flaharty Asset Management sold 3,250 Southern Company shares in Q2 2026, an estimated $314K.
Flaharty Asset Management first reported a position in Southern Company in Q2 2022 and held it in 16 quarters.
Flaharty Asset Management's Southern Company position peaked at $428K in Q3 2024.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Flaharty Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.