IP
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Ignite Planners’s Southern Company SO Stock Holding History

Ignite Planners’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 		$855K Sell
8,924
-9,452
-51% -$890K 0.12% 176
2026
Q1 		$1.77M Buy
18,376
+452
+3% +$41.8K 0.27% 87
2025
Q4 		$1.6M Buy
17,924
+363
+2% +$33.1K 0.24% 95
2025
Q3 		$1.66M Sell
17,561
-491
-3% -$45.8K 0.27% 91
2025
Q2 		$1.7M Sell
18,052
-998
-5% -$89.6K 0.3% 86
2025
Q1 		$1.74M Buy
19,050
+3,771
+25% +$326K 0.34% 75
2024
Q4 		$1.26M Buy
15,279
+27
+0.2% +$2.37K 0.28% 86
2024
Q3 		$1.38M Sell
15,252
-430
-3% -$36.7K 0.32% 79
2024
Q2 		$1.22M Buy
15,682
+89
+0.6% +$6.74K 0.3% 84
2024
Q1 		$1.11M Sell
15,593
-2,265
-13% -$156K 0.31% 81
2023
Q4 		$1.27M Sell
17,858
-1,658
-8% -$114K 0.38% 70
2023
Q3 		$1.26M Buy
19,516
+399
+2% +$27.7K 0.38% 67
2023
Q2 		$1.35M Sell
19,117
-303
-2% -$21.7K 0.52% 45
2023
Q1 		$1.4M Buy
19,420
+593
+3% +$39.9K 0.57% 42
2022
Q4 		$1.28M Buy
18,827
+362
+2% +$24.2K 0.54% 44
2022
Q3 		$1.29M Buy
18,465
+569
+3% +$43.1K 1.03% 19
2022
Q2 		$1.28M Sell
17,896
-1,733
-9% -$127K 1.05% 16
2022
Q1 		$1.49M Buy
19,629
+530
+3% +$35.9K 1% 22
2021
Q4 		$1.3M Buy
+19,099
New +$1.22M 0.85% 30

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

Ignite Planners's SO Position: Q2 2026 in Review

Ignite Planners reduced its Southern Company (SO) stake by 51% in Q2 2026, selling an estimated $890K and leaving 8,924 shares worth $855K. The position accounts for 0.12% of the portfolio, ranked #176.

Ignite Planners first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.77M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Ignite Planners held 8,924 shares of Southern Company worth $855K as of Q2 2026.
  • Ignite Planners sold 9,452 Southern Company shares in Q2 2026, an estimated $890K.
  • Southern Company made up 0.12% of Ignite Planners's portfolio in Q2 2026, its #176 holding.
  • Ignite Planners first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • Ignite Planners's Southern Company position peaked at $1.77M in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.