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Morris Financial Concepts’s Southern Company SO Stock Holding History

Morris Financial Concepts’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 		$288K Sell
3,008
-39
-1% -$3.67K 0.09% 116
2026
Q1 		$294K Sell
3,047
-396
-12% -$36.6K 0.1% 105
2025
Q4 		$300K Sell
3,443
-53
-2% -$4.84K 0.11% 102
2025
Q3 		$331K Buy
3,496
+11
+0.3% +$1.03K 0.12% 95
2025
Q2 		$320K Buy
3,485
+181
+5% +$16.3K 0.13% 94
2025
Q1 		$304K Sell
3,304
-342
-9% -$29.6K 0.13% 96
2024
Q4 		$300K Buy
3,646
+340
+10% +$29.8K 0.13% 97
2024
Q3 		$298K Buy
3,306
+10
+0.3% +$854 0.13% 88
2024
Q2 		$256K Buy
3,296
+77
+2% +$5.83K 0.12% 91
2024
Q1 		$231K Sell
3,219
-210
-6% -$14.5K 0.12% 92
2023
Q4 		$240K Sell
3,429
-126
-4% -$8.65K 0.14% 86
2023
Q3 		$230K Sell
3,555
-750
-17% -$52.1K 0.15% 78
2023
Q2 		$302K Sell
4,305
-342
-7% -$24.5K 0.2% 69
2023
Q1 		$323K Sell
4,647
-243
-5% -$16.4K 0.23% 58
2022
Q4 		$349K Sell
4,890
-231
-5% -$15.4K 0.28% 56
2022
Q3 		$348K Buy
5,121
+975
+24% +$73.9K 0.36% 43
2022
Q2 		$296K Sell
4,146
-8
-0.2% -$587 0.28% 51
2022
Q1 		$301K Sell
4,154
-41
-1% -$2.78K 0.25% 53
2021
Q4 		$288K Buy
+4,195
New +$267K 0.24% 52

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

Morris Financial Concepts's SO Position: Q2 2026 in Review

Morris Financial Concepts reduced its Southern Company (SO) stake by 1.3% in Q2 2026, selling an estimated $3.67K and leaving 3,008 shares worth $288K. The position accounts for 0.09% of the portfolio, ranked #116.

Morris Financial Concepts first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $349K in Q4 2022. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Morris Financial Concepts held 3,008 shares of Southern Company worth $288K as of Q2 2026.
  • Morris Financial Concepts sold 39 Southern Company shares in Q2 2026, an estimated $3.67K.
  • Southern Company made up 0.09% of Morris Financial Concepts's portfolio in Q2 2026, its #116 holding.
  • Morris Financial Concepts first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • Morris Financial Concepts's Southern Company position peaked at $349K in Q4 2022.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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