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Peak Retirement Planning’s Southern Company SO Stock Holding History

Peak Retirement 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 		$362K Buy
3,783
+63
+2% +$5.93K 0.06% 124
2026
Q1 		$359K Buy
3,720
+38
+1% +$3.52K 0.07% 113
2025
Q4 		$321K Sell
3,682
-110
-3% -$10K 0.08% 116
2025
Q3 		$359K Buy
3,792
+794
+26% +$74.1K 0.1% 105
2025
Q2 		$275K Buy
2,998
+40
+1% +$3.59K 0.11% 106
2025
Q1 		$272K Buy
+2,958
New +$256K 0.15% 100

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

Peak Retirement Planning's SO Position: Q2 2026 in Review

Peak Retirement Planning increased its Southern Company (SO) stake by 1.7% in Q2 2026, buying an estimated $5.93K and bringing the position to 3,783 shares worth $362K. The position accounts for 0.06% of the portfolio, ranked #124.

Peak Retirement Planning first reported a position in SO in Q1 2025 and has held it in 6 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Peak Retirement Planning held 3,783 shares of Southern Company worth $362K as of Q2 2026.
  • Peak Retirement Planning bought 63 Southern Company shares in Q2 2026, an estimated $5.93K.
  • Southern Company made up 0.06% of Peak Retirement Planning's portfolio in Q2 2026, its #124 holding.
  • Peak Retirement Planning first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.