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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
Q2 		$6.7K Sell
70
-15
-18% -$1.41K 0.06% 102
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
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

Park Square Financial Group's SO Position: Q2 2026 in Review

Park Square Financial Group reduced its Southern Company (SO) stake by 18% in Q2 2026, selling an estimated $1.41K and leaving 70 shares worth $6.7K. The position accounts for 0.06% of the portfolio, ranked #102.

Park Square Financial Group first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $749K in Q1 2025. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Park Square Financial Group held 70 shares of Southern Company worth $6.7K as of Q2 2026.
  • Park Square Financial Group sold 15 Southern Company shares in Q2 2026, an estimated $1.41K.
  • Southern Company made up 0.06% of Park Square Financial Group's portfolio in Q2 2026, its #102 holding.
  • Park Square Financial Group first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Park Square Financial Group's Southern Company position peaked at $749K in Q1 2025.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.