Forbes Financial Planning’s Southern Company SO Stock Holding History

Forbes Financial Planning’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	$230K	Hold	2,404	–	–	0.12%	36
2026 Q1	$232K	Hold	2,404	–	–	0.13%	35
2025 Q4	$210K	Hold	2,404	–	–	0.12%	36
2025 Q3	$228K	Hold	2,404	–	–	0.15%	32
2025 Q2	$221K	Hold	2,404	–	–	0.15%	34
2025 Q1	$221K	Buy	+2,404	New	+$208K	0.16%	30
2024 Q4	–	Sell	-2,404	Closed	-$217K	–	33
2024 Q3	$217K	Buy	+2,404	New	+$205K	0.16%	29
2023 Q2	–	Sell	-3,404	Closed	-$237K	–	29
2023 Q1	$237K	Sell	3,404 -94	-3%	-$6.33K	0.23%	28
2022 Q4	$238K	Hold	3,498	–	–	0.35%	27
2022 Q3	$238K	Hold	3,498	–	–	0.35%	27
2022 Q2	$250K	Hold	3,498	–	–	0.36%	27
2022 Q1	$254K	Hold	3,498	–	–	0.32%	28
2021 Q4	$239K	Buy	+3,498	New	+$223K	0.24%	36

Other funds holding SO

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Forbes Financial Planning held its Southern Company (SO) position steady in Q2 2026 at 2,404 shares worth $230K. The position accounts for 0.12% of the portfolio, ranked #36.

Forbes Financial Planning first reported a position in SO in Q4 2021 and has held it in 13 quarters since. The position peaked at $254K in Q1 2022. 1,548 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Forbes Financial Planning held 2,404 shares of Southern Company worth $230K as of Q2 2026.
Forbes Financial Planning left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.12% of Forbes Financial Planning's portfolio in Q2 2026, its #36 holding.
Forbes Financial Planning first reported a position in Southern Company in Q4 2021 and has held it in 13 quarters since.
Forbes Financial Planning's Southern Company position peaked at $254K in Q1 2022.
1,548 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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