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Founders Financial Alliance’s Southern Company SO Stock Holding History

Founders Financial Alliance’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 		$453K Sell
4,728
-300
-6% -$28.2K 0.06% 254
2026
Q1 		$485K Buy
5,028
+1,695
+51% +$157K 0.09% 212
2025
Q4 		$291K Buy
3,333
+886
+36% +$80.9K 0.05% 293
2025
Q3 		$232K Buy
+2,447
New +$228K 0.04% 345
2025
Q2 		– Sell
-2,431
Closed -$224K – 608
2025
Q1 		$224K Buy
+2,431
New +$210K 0.05% 314
2024
Q4 		– Sell
-2,195
Closed -$198K – 601
2024
Q3 		$198K Sell
2,195
-350
-14% -$29.9K 0.06% 287
2024
Q2 		$197K Buy
+2,545
New +$193K 0.06% 269
2023
Q3 		– Sell
-5,208
Closed -$366K – 507
2023
Q2 		$366K Buy
+5,208
New +$373K 0.14% 155
2023
Q1 		– Sell
-4,951
Closed -$354K – 486
2022
Q4 		$354K Buy
4,951
+157
+3% +$10.5K 0.16% 138
2022
Q3 		$326K Sell
4,794
-205
-4% -$15.5K 0.17% 135
2022
Q2 		$357K Buy
4,999
+435
+10% +$31.9K 0.18% 128
2022
Q1 		$331K Buy
4,564
+1,608
+54% +$109K 0.15% 145
2021
Q4 		$203K Buy
+2,956
New +$188K 0.08% 244
2020
Q4 		– Sell
-1,755
Closed -$102K – 1120
2020
Q3 		$102K Buy
+1,755
New +$93.8K 0.06% 262

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

Founders Financial Alliance's SO Position: Q2 2026 in Review

Founders Financial Alliance reduced its Southern Company (SO) stake by 6% in Q2 2026, selling an estimated $28.2K and leaving 4,728 shares worth $453K. The position accounts for 0.06% of the portfolio, ranked #254.

Founders Financial Alliance first reported a position in SO in Q3 2020 and has held it in 14 quarters since. The position peaked at $485K in Q1 2026. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Founders Financial Alliance held 4,728 shares of Southern Company worth $453K as of Q2 2026.
  • Founders Financial Alliance sold 300 Southern Company shares in Q2 2026, an estimated $28.2K.
  • Southern Company made up 0.06% of Founders Financial Alliance's portfolio in Q2 2026, its #254 holding.
  • Founders Financial Alliance first reported a position in Southern Company in Q3 2020 and has held it in 14 quarters since.
  • Founders Financial Alliance's Southern Company position peaked at $485K in Q1 2026.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.