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Founders Financial Securities’s Southern Company SO Stock Holding History

Founders Financial Securities’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 		$342K Buy
3,575
+609
+21% +$57.3K 0.02% 445
2026
Q1 		$289K Buy
2,966
+322
+12% +$29.8K 0.02% 459
2025
Q4 		$231K Buy
2,644
+155
+6% +$14.2K 0.01% 525
2025
Q3 		$236K Buy
2,489
+222
+10% +$20.7K 0.02% 455
2025
Q2 		$208K Buy
2,267
+53
+2% +$4.76K 0.02% 473
2025
Q1 		$201K Buy
+2,214
New +$192K 0.02% 444

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 Securities's SO Position: Q2 2026 in Review

Founders Financial Securities increased its Southern Company (SO) stake by 21% in Q2 2026, buying an estimated $57.3K and bringing the position to 3,575 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #445.

Founders Financial Securities first reported a position in SO in Q1 2025 and has held it in 6 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Founders Financial Securities held 3,575 shares of Southern Company worth $342K as of Q2 2026.
  • Founders Financial Securities bought 609 Southern Company shares in Q2 2026, an estimated $57.3K.
  • Southern Company made up 0.02% of Founders Financial Securities's portfolio in Q2 2026, its #445 holding.
  • Founders Financial Securities first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.