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HORAN Wealth’s Southern Company SO Stock Holding History

HORAN Wealth’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 		$258K Sell
2,697
-3,219
-54% -$303K 0.03% 190
2026
Q1 		$523K Buy
5,916
+3,003
+103% +$278K 0.05% 137
2025
Q4 		$254K Sell
2,913
-92
-3% -$8.4K 0.04% 155
2025
Q3 		$285K Buy
+3,005
New +$281K 0.04% 158

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

HORAN Wealth's SO Position: Q2 2026 in Review

HORAN Wealth reduced its Southern Company (SO) stake by 54% in Q2 2026, selling an estimated $303K and leaving 2,697 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #190.

HORAN Wealth first reported a position in SO in Q3 2025 and has held it in 4 quarters since. The position peaked at $523K in Q1 2026. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • HORAN Wealth held 2,697 shares of Southern Company worth $258K as of Q2 2026.
  • HORAN Wealth sold 3,219 Southern Company shares in Q2 2026, an estimated $303K.
  • Southern Company made up 0.03% of HORAN Wealth's portfolio in Q2 2026, its #190 holding.
  • HORAN Wealth first reported a position in Southern Company in Q3 2025 and has held it in 4 quarters since.
  • HORAN Wealth's Southern Company position peaked at $523K in Q1 2026.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.