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Mark Sheptoff Financial Planning’s Southern Company SO Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		$62.3K Sell
650
-800
-55% -$74K 0.03% 163
2025
Q4 		$126K Hold
1,450
– – 0.06% 129
2025
Q3 		$137K Sell
1,450
-40
-3% -$3.73K 0.07% 116
2025
Q2 		$137K Buy
1,490
+40
+3% +$3.59K 0.07% 106
2025
Q1 		$133K Hold
1,450
– – 0.07% 104
2024
Q4 		$119K Hold
1,450
– – 0.06% 110
2024
Q3 		$131K Hold
1,450
– – 0.07% 110
2024
Q2 		$112K Hold
1,450
– – 0.06% 124
2024
Q1 		$104K Hold
1,450
– – 0.06% 127
2023
Q4 		$102K Hold
1,450
– – 0.06% 118
2023
Q3 		$93.8K Hold
1,450
– – 0.06% 112
2023
Q2 		$102K Hold
1,450
– – 0.06% 118
2023
Q1 		$101K Sell
1,450
-8,375
-85% -$564K 0.06% 111
2022
Q4 		$702K Sell
9,825
-600
-6% -$40.1K 0.41% 44
2022
Q3 		$709K Buy
10,425
+3,750
+56% +$284K 0.43% 44
2022
Q2 		$476K Hold
6,675
– – 0.27% 61
2022
Q1 		$484K Buy
6,675
+500
+8% +$33.9K 0.24% 66
2021
Q4 		$423K Sell
6,175
-438
-7% -$27.9K 0.2% 72
2021
Q3 		$410K Sell
6,613
-2,850
-30% -$183K 0.23% 66
2021
Q2 		$573K Buy
9,463
+738
+8% +$47.2K 0.31% 60
2021
Q1 		$542K Buy
8,725
+600
+7% +$35.9K 0.31% 58
2020
Q4 		$499K Buy
8,125
+300
+4% +$18K 0.28% 59
2020
Q3 		$424K Sell
7,825
-900
-10% -$48.1K 0.26% 59
2020
Q2 		$452K Sell
8,725
-1,250
-13% -$69.5K 0.29% 54
2020
Q1 		$540K Buy
9,975
+100
+1% +$6.33K 0.41% 46
2019
Q4 		$629K Sell
9,875
-700
-7% -$43.4K 0.4% 47
2019
Q3 		$653K Buy
10,575
+3,850
+57% +$223K 0.44% 46
2019
Q2 		$372K Buy
6,725
+6,525
+3,263% +$349K 0.25% 68
2019
Q1 		$10K Buy
+200
New +$9.8K 0.01% 266
2018
Q4 		– Sell
-7,734
Closed -$337K – 355
2018
Q3 		$337K Buy
7,734
+834
+12% +$38.4K 0.23% 78
2018
Q2 		$320K Hold
6,900
– – 0.24% 81
2018
Q1 		$308K Buy
6,900
+600
+10% +$26.6K 0.21% 85
2017
Q4 		$303K Hold
6,300
– – 0.2% 91
2017
Q3 		$310K Sell
6,300
-1
-0% -$48 0.21% 91
2017
Q2 		$302K Sell
6,301
-8,589
-58% -$431K 0.21% 91
2017
Q1 		$741K Sell
14,890
-1,649
-10% -$81.5K 0.53% 48
2016
Q4 		$814K Sell
16,539
-498
-3% -$24.5K 0.6% 44
2016
Q3 		$874K Buy
17,037
+1,200
+8% +$63.2K 0.65% 42
2016
Q2 		$849K Buy
15,837
+2,751
+21% +$138K 0.63% 43
2016
Q1 		$677K Buy
13,086
+5,101
+64% +$249K 0.55% 45
2015
Q4 		$374K Buy
7,985
+1
+0% +$45 0.3% 68
2015
Q3 		$357K Sell
7,984
-1,999
-20% -$87.7K 0.31% 69
2015
Q2 		$418K Sell
9,983
-3,523
-26% -$153K 0.34% 68
2015
Q1 		$598K Sell
13,506
-775
-5% -$36.8K 0.5% 54
2014
Q4 		$701K Buy
14,281
+3,151
+28% +$149K 0.62% 49
2014
Q3 		$486K Buy
11,130
+1,001
+10% +$44K 0.43% 62
2014
Q2 		$460K Buy
10,129
+401
+4% +$17.7K 0.39% 64
2014
Q1 		$427K Buy
+9,728
New +$408K 0.38% 66

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mark Sheptoff Financial Planning's SO Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Southern Company (SO) stake by 55% in Q1 2026, selling an estimated $74K and leaving 650 shares worth $62.3K. The position accounts for 0.03% of the portfolio, ranked #163.

Mark Sheptoff Financial Planning first reported a position in SO in Q1 2014 and has held it in 48 quarters since. The position peaked at $874K in Q3 2016. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Mark Sheptoff Financial Planning held 650 shares of Southern Company worth $62.3K as of Q1 2026.
  • Mark Sheptoff Financial Planning sold 800 Southern Company shares in Q1 2026, an estimated $74K.
  • Southern Company made up 0.03% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #163 holding.
  • Mark Sheptoff Financial Planning first reported a position in Southern Company in Q1 2014 and has held it in 48 quarters since.
  • Mark Sheptoff Financial Planning's Southern Company position peaked at $874K in Q3 2016.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.