Partners in Financial Planning’s Southern Company SO Stock Holding History

Partners in Financial Planning’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	$230K	Hold	2,386	–	–	0.04%	113
2025 Q4	$208K	Hold	2,386	–	–	0.04%	114
2025 Q3	$226K	Hold	2,386	–	–	0.04%	107
2025 Q2	$219K	Hold	2,386	–	–	0.04%	103
2025 Q1	$219K	Buy	+2,386	New	+$207K	0.04%	97
2024 Q4	–	Sell	-2,386	Closed	-$215K	–	109
2024 Q3	$215K	Buy	+2,386	New	+$204K	0.04%	104

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

Partners in Financial Planning's SO Position: Q1 2026 in Review

Partners in Financial Planning held its Southern Company (SO) position steady in Q1 2026 at 2,386 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #113.

Partners in Financial Planning first reported a position in SO in Q3 2024 and has held it in 6 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Partners in Financial Planning held 2,386 shares of Southern Company worth $230K as of Q1 2026.
Partners in Financial Planning left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.04% of Partners in Financial Planning's portfolio in Q1 2026, its #113 holding.
Partners in Financial Planning first reported a position in Southern Company in Q3 2024 and has held it in 6 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.