MPS Loria Financial Planners’s Southern Company SO Stock Holding History

MPS Loria 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	$227K	Hold	2,374	–	–	0.05%	84
2026 Q1	$229K	Hold	2,374	–	–	0.06%	83
2025 Q4	$207K	Hold	2,374	–	–	0.05%	83
2025 Q3	$225K	Hold	2,374	–	–	0.06%	78
2025 Q2	$218K	Hold	2,374	–	–	0.06%	78
2025 Q1	$218K	Buy	+2,374	New	+$206K	0.06%	80
2021 Q2	–	Sell	-1,711	Closed	-$106K	–	492
2021 Q1	$106K	Buy	1,711 +20	+1%	+$1.2K	0.05%	111
2020 Q4	$100K	Buy	1,691 +486	+40%	+$29.2K	0.04%	115
2020 Q3	$65K	Sell	1,205 -685	-36%	-$36.6K	0.03%	132
2020 Q2	$98K	Buy	+1,890	New	+$105K	0.05%	106
2017 Q3	–	Sell	-3,032	Closed	-$148K	–	289
2017 Q2	$148K	Buy	+3,032	New	+$152K	0.1%	88

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

MPS Loria Financial Planners's SO Position: Q2 2026 in Review

MPS Loria Financial Planners held its Southern Company (SO) position steady in Q2 2026 at 2,374 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #84.

MPS Loria Financial Planners first reported a position in SO in Q2 2017 and has held it in 11 quarters since. The position peaked at $229K in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

MPS Loria Financial Planners held 2,374 shares of Southern Company worth $227K as of Q2 2026.
MPS Loria Financial Planners left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.05% of MPS Loria Financial Planners's portfolio in Q2 2026, its #84 holding.
MPS Loria Financial Planners first reported a position in Southern Company in Q2 2017 and has held it in 11 quarters since.
MPS Loria Financial Planners's Southern Company position peaked at $229K in Q1 2026.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.