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Marshall Financial Group (Maryland)’s Southern Company SO Stock Holding History

Marshall Financial Group (Maryland)’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 		$3.29M Buy
34,327
+2,328
+7% +$219K 0.48% 43
2026
Q1 		$3.09M Buy
31,999
+839
+3% +$77.6K 0.49% 43
2025
Q4 		$2.72M Sell
31,160
-2,045
-6% -$187K 0.53% 38
2025
Q3 		$3.15M Buy
33,205
+1,669
+5% +$156K 0.61% 34
2025
Q2 		$2.89M Buy
31,536
+864
+3% +$77.6K 0.57% 34
2025
Q1 		$2.82M Buy
30,672
+862
+3% +$74.6K 0.62% 35
2024
Q4 		$2.45M Sell
29,810
-1,368
-4% -$120K 0.59% 35
2024
Q3 		$2.81M Sell
31,178
-240
-0.8% -$20.5K 0.67% 29
2024
Q2 		$2.44M Buy
+31,418
New +$2.38M 0.68% 34
2021
Q2 		– Sell
-3,234
Closed -$201K – 171
2021
Q1 		$201K Sell
3,234
-334
-9% -$20K 0.12% 134
2020
Q4 		$219K Buy
+3,568
New +$215K 0.14% 116

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

Marshall Financial Group (Maryland)'s SO Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Southern Company (SO) stake by 7.3% in Q2 2026, buying an estimated $219K and bringing the position to 34,327 shares worth $3.29M. The position accounts for 0.48% of the portfolio, ranked #43.

Marshall Financial Group (Maryland) first reported a position in SO in Q4 2020 and has held it in 11 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Marshall Financial Group (Maryland) held 34,327 shares of Southern Company worth $3.29M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 2,328 Southern Company shares in Q2 2026, an estimated $219K.
  • Southern Company made up 0.48% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #43 holding.
  • Marshall Financial Group (Maryland) first reported a position in Southern Company in Q4 2020 and has held it in 11 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.