PP
SO icon

PDS Planning’s Southern Company SO Stock Holding History

PDS 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
Q2 		$621K Buy
6,492
+173
+3% +$16.3K 0.04% 254
2026
Q1 		$610K Sell
6,319
-293
-4% -$27.1K 0.04% 224
2025
Q4 		$577K Buy
6,612
+467
+8% +$42.6K 0.04% 229
2025
Q3 		$582K Buy
6,145
+111
+2% +$10.4K 0.04% 217
2025
Q2 		$554K Buy
6,034
+2,504
+71% +$225K 0.04% 216
2025
Q1 		$325K Buy
3,530
+509
+17% +$44.1K 0.03% 307
2024
Q4 		$249K Sell
3,021
-696
-19% -$61.1K 0.02% 348
2024
Q3 		$335K Buy
3,717
+724
+24% +$61.8K 0.03% 270
2024
Q2 		$232K Buy
+2,993
New +$227K 0.02% 326

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

PDS Planning's SO Position: Q2 2026 in Review

PDS Planning increased its Southern Company (SO) stake by 2.7% in Q2 2026, buying an estimated $16.3K and bringing the position to 6,492 shares worth $621K. The position accounts for 0.04% of the portfolio, ranked #254.

PDS Planning first reported a position in SO in Q2 2024 and has held it in 9 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • PDS Planning held 6,492 shares of Southern Company worth $621K as of Q2 2026.
  • PDS Planning bought 173 Southern Company shares in Q2 2026, an estimated $16.3K.
  • Southern Company made up 0.04% of PDS Planning's portfolio in Q2 2026, its #254 holding.
  • PDS Planning first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.