Park Square Financial Group’s Southern Company SO Stock Holding History

Park Square Financial 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 Q1	$8.2K	Sell	85 -270	-76%	-$25K	0.06%	106
2025 Q4	$29.2K	Buy	355 +84	+31%	+$7.67K	0.17%	63
2025 Q3	$25.7K	Sell	271 -7,715	-97%	-$720K	0.11%	71
2025 Q2	$733K	Sell	7,986 -155	-2%	-$13.9K	0.53%	36
2025 Q1	$749K	Sell	8,141 -181	-2%	-$15.7K	0.59%	29
2024 Q4	$685K	Buy	+8,322	New	+$730K	0.47%	34

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Park Square Financial Group's SO Position: Q1 2026 in Review

Park Square Financial Group reduced its Southern Company (SO) stake by 76% in Q1 2026, selling an estimated $25K and leaving 85 shares worth $8.2K. The position accounts for 0.06% of the portfolio, ranked #106.

Park Square Financial Group first reported a position in SO in Q4 2024 and has held it in 6 quarters since. The position peaked at $749K in Q1 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Park Square Financial Group held 85 shares of Southern Company worth $8.2K as of Q1 2026.
Park Square Financial Group sold 270 Southern Company shares in Q1 2026, an estimated $25K.
Southern Company made up 0.06% of Park Square Financial Group's portfolio in Q1 2026, its #106 holding.
Park Square Financial Group first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
Park Square Financial Group's Southern Company position peaked at $749K in Q1 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.