Peak Planning Group’s Southern Company SO Stock Holding History

Peak Planning 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
2023 Q4	–	Sell	-5,668	Closed	-$367K	–	75
2023 Q3	$367K	Sell	5,668 -3,902	-41%	-$271K	0.29%	54
2023 Q2	$672K	Buy	9,570 +10	+0.1%	+$717	0.5%	42
2023 Q1	$665K	Sell	9,560 -337	-3%	-$22.7K	0.54%	42
2022 Q4	$707K	Sell	9,897 -91	-0.9%	-$6.08K	0.62%	40
2022 Q3	$679K	Buy	9,988 +10	+0.1%	+$758	0.63%	38
2022 Q2	$712K	Buy	+9,978	New	+$733K	0.6%	38
2021 Q4	$710K	Sell	10,350 -1,812	-15%	-$116K	0.52%	41
2021 Q3	$754K	Buy	+12,162	New	+$783K	0.65%	32
2021 Q1	$833K	Sell	13,394 -58	-0.4%	-$3.47K	0.81%	29
2020 Q4	$826K	Sell	13,452 -834	-6%	-$50.1K	0.94%	22
2020 Q3	$775K	Buy	+14,286	New	+$764K	1.08%	20

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Peak Planning Group's SO Position: Q4 2023 in Review

Peak Planning Group sold out of Southern Company (SO) in Q4 2023, closing a stake of 5,668 shares — an estimated $367K sold.

Peak Planning Group first reported a position in SO in Q3 2020 and held it in 11 quarters. The position peaked at $833K in Q1 2021. 1,838 funds tracked by Wall St. Rank hold SO as of Q4 2023.

Peak Planning Group reported no remaining Southern Company position as of Q4 2023 after selling out during the quarter.
Peak Planning Group sold 5,668 Southern Company shares in Q4 2023, an estimated $367K.
Peak Planning Group first reported a position in Southern Company in Q3 2020 and held it in 11 quarters.
Peak Planning Group's Southern Company position peaked at $833K in Q1 2021.
1,838 funds tracked by Wall St. Rank held Southern Company as of Q4 2023.

Based on Peak Planning Group's 13F filing for Q4 2023, filed 26 May 2026.