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Meramec Financial Planners’s Southern Company SO Stock Holding History

Meramec Financial Planners’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 		$129K Buy
+1,333
New +$126K 0.05% 156
2026
Q1 		– Sell
-1,350
Closed -$122K – 547
2025
Q4 		$122K Buy
+1,350
New +$123K 0.05% 155

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

Meramec Financial Planners's SO Position: Q2 2026 in Review

Meramec Financial Planners opened a new position in Southern Company (SO) in Q2 2026: 1,333 shares worth $129K. The stake represents 0.05% of the portfolio and ranks #156 among its holdings. This is a return to the name: Meramec Financial Planners previously reported a position in SO as recently as Q4 2025.

Meramec Financial Planners first reported a position in SO in Q4 2025 and has held it in 2 quarters since. 2,350 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Meramec Financial Planners held 1,333 shares of Southern Company worth $129K as of Q2 2026.
  • Southern Company was a new Meramec Financial Planners position in Q2 2026.
  • Southern Company made up 0.05% of Meramec Financial Planners's portfolio in Q2 2026, its #156 holding.
  • Meramec Financial Planners first reported a position in Southern Company in Q4 2025 and has held it in 2 quarters since.
  • 2,350 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.