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BFC Planning, Inc.’s Southern Company SO Stock Holding History

BFC Planning, Inc.’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 		$4.77M Sell
49,814
-3,294
-6% -$310K 0.19% 112
2026
Q1 		$5.13M Buy
53,108
+5,019
+10% +$464K 0.23% 86
2025
Q4 		$4.19M Buy
48,089
+35,774
+290% +$3.27M 0.19% 112
2025
Q3 		$1.17M Sell
12,315
-213
-2% -$19.9K 0.08% 204
2025
Q2 		$1.15M Sell
12,528
-956
-7% -$85.9K 0.09% 201
2025
Q1 		$1.24M Buy
13,484
+90
+0.7% +$7.79K 0.11% 172
2024
Q4 		$1.1M Buy
+13,394
New +$1.18M 0.09% 191

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s SO Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Southern Company (SO) stake by 6.2% in Q2 2026, selling an estimated $310K and leaving 49,814 shares worth $4.77M. The position accounts for 0.19% of the portfolio, ranked #112.

BFC Planning, Inc. first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.13M in Q1 2026. 2,376 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • BFC Planning, Inc. held 49,814 shares of Southern Company worth $4.77M as of Q2 2026.
  • BFC Planning, Inc. sold 3,294 Southern Company shares in Q2 2026, an estimated $310K.
  • Southern Company made up 0.19% of BFC Planning, Inc.'s portfolio in Q2 2026, its #112 holding.
  • BFC Planning, Inc. first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Southern Company position peaked at $5.13M in Q1 2026.
  • 2,376 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.