OMC Financial Services’s Southern Company SO Stock Holding History

OMC Financial Services’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	$562K	Buy	5,877 +10	+0.2%	+$941	0.19%	53
2026 Q1	$566K	Hold	5,867	–	–	0.22%	53
2025 Q4	$512K	Hold	5,867	–	–	0.19%	53
2025 Q3	$556K	Hold	5,867	–	–	0.21%	54
2025 Q2	$539K	Hold	5,867	–	–	0.22%	54
2025 Q1	$539K	Hold	5,867	–	–	0.24%	51
2024 Q4	$483K	Hold	5,867	–	–	0.21%	53
2024 Q3	$455K	Hold	5,867	–	–	0.22%	52
2024 Q2	$455K	Hold	5,867	–	–	0.21%	52
2024 Q1	$421K	Buy	+5,867	New	+$405K	0.21%	52

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

OMC Financial Services's SO Position: Q2 2026 in Review

OMC Financial Services increased its Southern Company (SO) stake by 0.17% in Q2 2026, buying an estimated $941 and bringing the position to 5,877 shares worth $562K. The position accounts for 0.19% of the portfolio, ranked #53.

OMC Financial Services first reported a position in SO in Q1 2024 and has held it in 10 quarters since. The position peaked at $566K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

OMC Financial Services held 5,877 shares of Southern Company worth $562K as of Q2 2026.
OMC Financial Services bought 10 Southern Company shares in Q2 2026, an estimated $941.
Southern Company made up 0.19% of OMC Financial Services's portfolio in Q2 2026, its #53 holding.
OMC Financial Services first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
OMC Financial Services's Southern Company position peaked at $566K in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on OMC Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.