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Holistic Planning’s Southern Company SO Stock Holding History

Holistic Planning’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
Q1 		$734K Buy
7,601
+110
+1% +$10.2K 0.15% 131
2025
Q4 		$653K Buy
7,491
+1,357
+22% +$124K 0.14% 137
2025
Q3 		$581K Buy
6,134
+1,146
+23% +$107K 0.15% 113
2025
Q2 		$458K Buy
4,988
+2
+0% +$180 0.13% 128
2025
Q1 		$459K Buy
4,986
+1
+0% +$87 0.16% 109
2024
Q4 		$410K Buy
4,985
+341
+7% +$29.9K 0.15% 108
2024
Q3 		$419K Buy
+4,644
New +$397K 0.18% 93

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Holistic Planning's SO Position: Q1 2026 in Review

Holistic Planning increased its Southern Company (SO) stake by 1.5% in Q1 2026, buying an estimated $10.2K and bringing the position to 7,601 shares worth $734K. The position accounts for 0.15% of the portfolio, ranked #131.

Holistic Planning first reported a position in SO in Q3 2024 and has held it in 7 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Holistic Planning held 7,601 shares of Southern Company worth $734K as of Q1 2026.
  • Holistic Planning bought 110 Southern Company shares in Q1 2026, an estimated $10.2K.
  • Southern Company made up 0.15% of Holistic Planning's portfolio in Q1 2026, its #131 holding.
  • Holistic Planning first reported a position in Southern Company in Q3 2024 and has held it in 7 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.