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Personal CFO Solutions’s Southern Company SO Stock Holding History

Personal CFO Solutions’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 		$1.33M Buy
13,859
+25
+0.2% +$2.35K 0.19% 84
2026
Q1 		$1.34M Buy
13,834
+219
+2% +$20.3K 0.19% 90
2025
Q4 		$1.19M Sell
13,615
-602
-4% -$55K 0.19% 99
2025
Q3 		$1.35M Buy
14,217
+302
+2% +$28.2K 0.24% 79
2025
Q2 		$1.28M Buy
13,915
+35
+0.3% +$3.14K 0.24% 83
2025
Q1 		$1.28M Buy
13,880
+53
+0.4% +$4.59K 0.26% 79
2024
Q4 		$1.14M Sell
13,827
-563
-4% -$49.4K 0.22% 91
2024
Q3 		$1.3M Buy
14,390
+65
+0.5% +$5.55K 0.18% 108
2024
Q2 		$1.11M Buy
14,325
+176
+1% +$13.3K 0.17% 116
2024
Q1 		$1.02M Sell
14,149
-792
-5% -$54.7K 0.16% 125
2023
Q4 		$1.05M Buy
14,941
+47
+0.3% +$3.23K 0.18% 109
2023
Q3 		$964K Buy
14,894
+18
+0.1% +$1.25K 0.19% 103
2023
Q2 		$1.05M Buy
14,876
+104
+0.7% +$7.46K 0.21% 93
2023
Q1 		$1.03M Buy
14,772
+179
+1% +$12.1K 0.21% 88
2022
Q4 		$1.04M Sell
14,593
-1,388
-9% -$92.8K 0.22% 86
2022
Q3 		$1.09M Sell
15,981
-1,423
-8% -$108K 0.27% 68
2022
Q2 		$1.24M Sell
17,404
-131
-0.7% -$9.62K 0.29% 62
2022
Q1 		$1.27M Buy
17,535
+1,877
+12% +$127K 0.25% 78
2021
Q4 		$1.07M Sell
15,658
-765
-5% -$48.8K 0.2% 108
2021
Q3 		$1.02M Sell
16,423
-17
-0.1% -$1.09K 0.21% 100
2021
Q2 		$995K Buy
16,440
+28
+0.2% +$1.79K 0.2% 101
2021
Q1 		$1.02M Sell
16,412
-280
-2% -$16.8K 0.22% 94
2020
Q4 		$1.02M Buy
16,692
+334
+2% +$20.1K 0.25% 90
2020
Q3 		$1M Sell
16,358
-17
-0.1% -$909 0.33% 119
2020
Q2 		$849K Sell
16,375
-998
-6% -$55.5K 0.25% 85
2020
Q1 		$941K Buy
17,373
+3,133
+22% +$198K 0.34% 67
2019
Q4 		$906K Buy
14,240
+5,592
+65% +$347K 0.26% 82
2019
Q3 		$534K Buy
+8,648
New +$501K 0.21% 115

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

Personal CFO Solutions's SO Position: Q2 2026 in Review

Personal CFO Solutions increased its Southern Company (SO) stake by 0.18% in Q2 2026, buying an estimated $2.35K and bringing the position to 13,859 shares worth $1.33M. The position accounts for 0.19% of the portfolio, ranked #84.

Personal CFO Solutions first reported a position in SO in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.35M in Q3 2025. 2,358 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Personal CFO Solutions held 13,859 shares of Southern Company worth $1.33M as of Q2 2026.
  • Personal CFO Solutions bought 25 Southern Company shares in Q2 2026, an estimated $2.35K.
  • Southern Company made up 0.19% of Personal CFO Solutions's portfolio in Q2 2026, its #84 holding.
  • Personal CFO Solutions first reported a position in Southern Company in Q3 2019 and has held it in 28 quarters since.
  • Personal CFO Solutions's Southern Company position peaked at $1.35M in Q3 2025.
  • 2,358 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.