Investment Planning Advisors’s Southern Company SO Stock Holding History

Investment Planning Advisors’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	$969K	Buy	10,123 +2,550	+34%	+$240K	0.22%	46
2026 Q1	$731K	Buy	7,573 +1,158	+18%	+$107K	0.2%	49
2025 Q4	$559K	Buy	6,415 +295	+5%	+$26.9K	0.16%	56
2025 Q3	$580K	Buy	6,120 +1,109	+22%	+$104K	0.18%	53
2025 Q2	$460K	Buy	5,011 +1,276	+34%	+$115K	0.16%	49
2025 Q1	$343K	Buy	3,735 +233	+7%	+$20.2K	0.14%	57
2024 Q4	$288K	Buy	3,502 +346	+11%	+$30.4K	0.13%	55
2024 Q3	$245K	Hold	3,156	–	–	0.12%	55
2024 Q2	$245K	Buy	+3,156	New	+$239K	0.12%	55

Other funds holding SO

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Investment Planning Advisors's SO Position: Q2 2026 in Review

Investment Planning Advisors increased its Southern Company (SO) stake by 34% in Q2 2026, buying an estimated $240K and bringing the position to 10,123 shares worth $969K. The position accounts for 0.22% of the portfolio, ranked #46.

Investment Planning Advisors first reported a position in SO in Q2 2024 and has held it in 9 quarters since. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Investment Planning Advisors held 10,123 shares of Southern Company worth $969K as of Q2 2026.
Investment Planning Advisors bought 2,550 Southern Company shares in Q2 2026, an estimated $240K.
Southern Company made up 0.22% of Investment Planning Advisors's portfolio in Q2 2026, its #46 holding.
Investment Planning Advisors first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.