OAG
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Oakmont Advisory Group’s Southern Company SO Stock Holding History

Oakmont Advisory Group’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 		$41.9K Buy
+438
New +$41.2K 0.04% 201

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

Oakmont Advisory Group's SO Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in Southern Company (SO) in Q2 2026: 438 shares worth $41.9K. The stake represents 0.04% of the portfolio and ranks #201 among its holdings.

2,343 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Oakmont Advisory Group held 438 shares of Southern Company worth $41.9K as of Q2 2026.
  • Southern Company was a new Oakmont Advisory Group position in Q2 2026.
  • Southern Company made up 0.04% of Oakmont Advisory Group's portfolio in Q2 2026, its #201 holding.
  • 2,343 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.