JFG
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JDM Financial Group’s Southern Company SO Stock Holding History

JDM 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 		$9.57K Hold
100
– – ﹤0.01% 214
2026
Q1 		$9.65K Hold
100
– – ﹤0.01% 195
2025
Q4 		$8.72K Hold
100
– – ﹤0.01% 190
2025
Q3 		$9.48K Hold
100
– – ﹤0.01% 197
2025
Q2 		$9.18K Hold
100
– – ﹤0.01% 191
2025
Q1 		$9.2K Hold
100
– – ﹤0.01% 182
2024
Q4 		$8.23K Sell
100
-17
-15% -$1.49K ﹤0.01% 191
2024
Q3 		$10.6K Buy
+117
New +$9.99K 0.01% 170
2024
Q1 		– Sell
-2,165
Closed -$152K – 215
2023
Q4 		$152K Hold
2,165
– – 0.13% 43
2023
Q3 		$140K Buy
+2,165
New +$150K 0.13% 42

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

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

JDM Financial Group held its Southern Company (SO) position steady in Q2 2026 at 100 shares worth $9.57K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

JDM Financial Group first reported a position in SO in Q3 2023 and has held it in 10 quarters since. The position peaked at $152K in Q4 2023. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • JDM Financial Group held 100 shares of Southern Company worth $9.57K as of Q2 2026.
  • JDM Financial Group left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up ﹤0.01% of JDM Financial Group's portfolio in Q2 2026, its #214 holding.
  • JDM Financial Group first reported a position in Southern Company in Q3 2023 and has held it in 10 quarters since.
  • JDM Financial Group's Southern Company position peaked at $152K in Q4 2023.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.