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MJT & Associates Financial Advisory’s Southern Company SO Stock Holding History

MJT & Associates Financial Advisory’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 		$313K Hold
3,274
– – 0.21% 34
2026
Q1 		$316K Hold
3,274
– – 0.23% 29
2025
Q4 		$285K Hold
3,274
– – 0.21% 32
2025
Q3 		$310K Hold
3,274
– – 0.25% 29
2025
Q2 		$301K Hold
3,274
– – 0.37% 32
2025
Q1 		$301K Buy
+3,274
New +$283K 0.29% 37

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

MJT & Associates Financial Advisory's SO Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Southern Company (SO) position steady in Q2 2026 at 3,274 shares worth $313K. The position accounts for 0.21% of the portfolio, ranked #34.

MJT & Associates Financial Advisory first reported a position in SO in Q1 2025 and has held it in 6 quarters since. The position peaked at $316K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • MJT & Associates Financial Advisory held 3,274 shares of Southern Company worth $313K as of Q2 2026.
  • MJT & Associates Financial Advisory left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.21% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #34 holding.
  • MJT & Associates Financial Advisory first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's Southern Company position peaked at $316K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.