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Independent Financial Group’s Southern Company SO Stock Holding History

Independent Financial Group’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 		$586K Buy
6,125
+1,246
+26% +$117K 0.01% 922
2026
Q1 		$471K Buy
4,879
+48
+1% +$4.44K 0.01% 952
2025
Q4 		$421K Sell
4,831
-168
-3% -$15.3K 0.01% 979
2025
Q3 		$474K Buy
4,999
+71
+1% +$6.63K 0.01% 881
2025
Q2 		$453K Buy
4,928
+369
+8% +$33.1K 0.01% 821
2025
Q1 		$419K Sell
4,559
-227
-5% -$19.7K 0.01% 778
2024
Q4 		$394K Sell
4,786
-843
-15% -$74K 0.01% 791
2024
Q3 		$508K Buy
5,629
+480
+9% +$41K 0.02% 646
2024
Q2 		$399K Sell
5,149
-42
-0.8% -$3.18K 0.02% 699
2024
Q1 		$372K Sell
5,191
-451
-8% -$31.1K 0.02% 688
2023
Q4 		$396K Buy
5,642
+35
+0.6% +$2.4K 0.02% 630
2023
Q3 		$363K Sell
5,607
-467
-8% -$32.4K 0.02% 588
2023
Q2 		$427K Buy
6,074
+273
+5% +$19.6K 0.03% 519
2023
Q1 		$404K Sell
5,801
-59
-1% -$3.97K 0.03% 512
2022
Q4 		$418K Sell
5,860
-2,126
-27% -$142K 0.04% 464
2022
Q3 		$543K Buy
7,986
+634
+9% +$48K 0.05% 374
2022
Q2 		$524K Sell
7,352
-214
-3% -$15.7K 0.06% 370
2022
Q1 		$549K Sell
7,566
-81
-1% -$5.49K 0.04% 404
2021
Q4 		$524K Buy
7,647
+980
+15% +$62.5K 0.04% 411
2021
Q3 		$413K Buy
6,667
+249
+4% +$16K 0.04% 416
2021
Q2 		$388K Buy
6,418
+1,615
+34% +$103K 0.04% 444
2021
Q1 		$299K Buy
4,803
+1,076
+29% +$64.4K 0.04% 471
2020
Q4 		$229K Buy
+3,727
New +$224K 0.03% 491

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

Independent Financial Group's SO Position: Q2 2026 in Review

Independent Financial Group increased its Southern Company (SO) stake by 26% in Q2 2026, buying an estimated $117K and bringing the position to 6,125 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #922.

Independent Financial Group first reported a position in SO in Q4 2020 and has held it in 23 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Independent Financial Group held 6,125 shares of Southern Company worth $586K as of Q2 2026.
  • Independent Financial Group bought 1,246 Southern Company shares in Q2 2026, an estimated $117K.
  • Southern Company made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #922 holding.
  • Independent Financial Group first reported a position in Southern Company in Q4 2020 and has held it in 23 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.