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Francis Financial’s Southern Company SO Stock Holding History

Francis Financial’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 		$346K Buy
3,615
+982
+37% +$92.5K 0.06% 92
2026
Q1 		$254K Buy
2,633
+35
+1% +$3.24K 0.05% 98
2025
Q4 		$227K Sell
2,598
-99
-4% -$9.04K 0.04% 99
2025
Q3 		$293K Buy
2,697
+73
+3% +$6.82K 0.05% 98
2025
Q2 		$241K Buy
2,624
+54
+2% +$4.85K 0.06% 85
2025
Q1 		$236K Sell
2,570
-260
-9% -$22.5K 0.06% 80
2024
Q4 		$207K Buy
2,830
+339
+14% +$29.7K 0.05% 91
2024
Q3 		$225K Buy
+2,491
New +$213K 0.06% 90

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

Francis Financial's SO Position: Q2 2026 in Review

Francis Financial increased its Southern Company (SO) stake by 37% in Q2 2026, buying an estimated $92.5K and bringing the position to 3,615 shares worth $346K. The position accounts for 0.06% of the portfolio, ranked #92.

Francis Financial first reported a position in SO in Q3 2024 and has held it in 8 quarters since. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Francis Financial held 3,615 shares of Southern Company worth $346K as of Q2 2026.
  • Francis Financial bought 982 Southern Company shares in Q2 2026, an estimated $92.5K.
  • Southern Company made up 0.06% of Francis Financial's portfolio in Q2 2026, its #92 holding.
  • Francis Financial first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
  • 2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.