FourThought Financial Partners’s Southern Company SO Stock Holding History

FourThought Financial Partners’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	$718K	Buy	7,504 +1,417	+23%	+$133K	0.06%	174
2026 Q1	$588K	Sell	6,087 -463	-7%	-$42.8K	0.05%	175
2025 Q4	$571K	Sell	6,550 -540	-8%	-$49.3K	0.05%	191
2025 Q3	$672K	Sell	7,090 -251	-3%	-$23.4K	0.06%	164
2025 Q2	$674K	Sell	7,341 -226	-3%	-$20.3K	0.07%	162
2025 Q1	$696K	Sell	7,567 -266	-3%	-$23K	0.07%	154
2024 Q4	$645K	Buy	+7,833	New	+$687K	0.07%	162
2024 Q2	–	Sell	-8,529	Closed	-$612K	–	307
2024 Q1	$612K	Sell	8,529 -1,120	-12%	-$77.3K	0.07%	178
2023 Q4	$677K	Sell	9,649 -1,106	-10%	-$76K	0.08%	161
2023 Q3	$696K	Sell	10,755 -624	-5%	-$43.3K	0.1%	150
2023 Q2	$799K	Sell	11,379 -16,350	-59%	-$1.17M	0.11%	140
2023 Q1	$1.93M	Buy	27,729 +1,227	+5%	+$82.6K	0.26%	86
2022 Q4	$1.89M	Buy	+26,502	New	+$1.77M	0.27%	86

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 $3.38T AUM 44.17% 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

FourThought Financial Partners's SO Position: Q2 2026 in Review

FourThought Financial Partners increased its Southern Company (SO) stake by 23% in Q2 2026, buying an estimated $133K and bringing the position to 7,504 shares worth $718K. The position accounts for 0.06% of the portfolio, ranked #174.

FourThought Financial Partners first reported a position in SO in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.93M in Q1 2023. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

FourThought Financial Partners held 7,504 shares of Southern Company worth $718K as of Q2 2026.
FourThought Financial Partners bought 1,417 Southern Company shares in Q2 2026, an estimated $133K.
Southern Company made up 0.06% of FourThought Financial Partners's portfolio in Q2 2026, its #174 holding.
FourThought Financial Partners first reported a position in Southern Company in Q4 2022 and has held it in 13 quarters since.
FourThought Financial Partners's Southern Company position peaked at $1.93M in Q1 2023.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.