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Forum Financial Management’s Southern Company SO Stock Holding History

Forum Financial 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 		$626K Buy
6,538
+286
+5% +$26.9K 0.01% 178
2026
Q1 		$603K Buy
6,252
+1,435
+30% +$133K 0.01% 174
2025
Q4 		$420K Buy
4,817
+260
+6% +$23.7K 0.01% 570
2025
Q3 		$432K Sell
4,557
-1,532
-25% -$143K 0.01% 528
2025
Q2 		$559K Buy
6,089
+990
+19% +$88.9K 0.01% 373
2025
Q1 		$469K Sell
5,099
-9
-0.2% -$779 0.01% 397
2024
Q4 		$420K Sell
5,108
-378
-7% -$33.2K 0.01% 451
2024
Q3 		$495K Sell
5,486
-970
-15% -$82.9K 0.01% 334
2024
Q2 		$501K Buy
6,456
+5
+0.1% +$379 0.01% 304
2024
Q1 		$463K Buy
6,451
+306
+5% +$21.1K 0.01% 348
2023
Q4 		$431K Sell
6,145
-1,445
-19% -$99.2K 0.01% 332
2023
Q3 		$491K Buy
7,590
+26
+0.3% +$1.8K 0.01% 288
2023
Q2 		$531K Buy
7,564
+1,820
+32% +$131K 0.01% 279
2023
Q1 		$400K Sell
5,744
-59
-1% -$3.97K 0.01% 316
2022
Q4 		$414K Buy
5,803
+1,479
+34% +$98.9K 0.01% 293
2022
Q3 		$294K Hold
4,324
– – 0.01% 354
2022
Q2 		$308K Sell
4,324
-150
-3% -$11K 0.02% 345
2022
Q1 		$324K Hold
4,474
– – 0.02% 357
2021
Q4 		$307K Buy
+4,474
New +$285K 0.02% 410

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Forum Financial Management's SO Position: Q2 2026 in Review

Forum Financial Management increased its Southern Company (SO) stake by 4.6% in Q2 2026, buying an estimated $26.9K and bringing the position to 6,538 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #178.

Forum Financial Management first reported a position in SO in Q4 2021 and has held it in 19 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Forum Financial Management held 6,538 shares of Southern Company worth $626K as of Q2 2026.
  • Forum Financial Management bought 286 Southern Company shares in Q2 2026, an estimated $26.9K.
  • Southern Company made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #178 holding.
  • Forum Financial Management first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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