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Fragasso Financial Advisors’s Southern Company SO Stock Holding History

Fragasso Financial Advisors’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 		$282K Buy
2,947
+273
+10% +$25.7K 0.02% 294
2026
Q1 		$259K Buy
+2,674
New +$247K 0.02% 278
2025
Q4 		– Sell
-2,353
Closed -$222K – 306
2025
Q3 		$222K Buy
+2,353
New +$220K 0.01% 270

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

Fragasso Financial Advisors's SO Position: Q2 2026 in Review

Fragasso Financial Advisors increased its Southern Company (SO) stake by 10% in Q2 2026, buying an estimated $25.7K and bringing the position to 2,947 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #294.

Fragasso Financial Advisors first reported a position in SO in Q3 2025 and has held it in 3 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Fragasso Financial Advisors held 2,947 shares of Southern Company worth $282K as of Q2 2026.
  • Fragasso Financial Advisors bought 273 Southern Company shares in Q2 2026, an estimated $25.7K.
  • Southern Company made up 0.02% of Fragasso Financial Advisors's portfolio in Q2 2026, its #294 holding.
  • Fragasso Financial Advisors first reported a position in Southern Company in Q3 2025 and has held it in 3 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.