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Godfrey Financial Associates’s Southern Company SO Stock Holding History

Godfrey Financial Associates’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 		$1.05K Hold
11
– – ﹤0.01% 787
2026
Q1 		$1.06K Hold
11
– – ﹤0.01% 764
2025
Q4 		$959 Buy
+11
New +$1K ﹤0.01% 757

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

Godfrey Financial Associates's SO Position: Q2 2026 in Review

Godfrey Financial Associates held its Southern Company (SO) position steady in Q2 2026 at 11 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Godfrey Financial Associates first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.06K in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Godfrey Financial Associates held 11 shares of Southern Company worth $1.05K as of Q2 2026.
  • Godfrey Financial Associates left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #787 holding.
  • Godfrey Financial Associates first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Southern Company position peaked at $1.06K in Q1 2026.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.