PCG
SO icon

PFC Capital Group’s Southern Company SO Stock Holding History

PFC Capital 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
2026
Q2 		$272K Hold
2,850
– – 0.1% 74
2026
Q1 		$275K Sell
2,850
-700
-20% -$64.8K 0.12% 75
2025
Q4 		$309K Hold
3,550
– – 0.13% 72
2025
Q3 		$336K Buy
3,550
+400
+13% +$37.3K 0.14% 72
2025
Q2 		$289K Hold
3,150
– – 0.13% 72
2025
Q1 		$289K Hold
3,150
– – 0.15% 76
2024
Q4 		$259K Hold
3,150
– – 0.13% 64
2024
Q3 		$284K Hold
3,150
– – 0.14% 62
2024
Q2 		$244K Hold
3,150
– – 0.12% 63
2024
Q1 		$225K Sell
3,150
-300
-9% -$20.7K 0.12% 63
2023
Q4 		$241K Buy
+3,450
New +$237K 0.14% 60

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

PFC Capital Group's SO Position: Q2 2026 in Review

PFC Capital Group held its Southern Company (SO) position steady in Q2 2026 at 2,850 shares worth $272K. The position accounts for 0.1% of the portfolio, ranked #74.

PFC Capital Group first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $336K in Q3 2025. 2,346 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • PFC Capital Group held 2,850 shares of Southern Company worth $272K as of Q2 2026.
  • PFC Capital Group left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.1% of PFC Capital Group's portfolio in Q2 2026, its #74 holding.
  • PFC Capital Group first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • PFC Capital Group's Southern Company position peaked at $336K in Q3 2025.
  • 2,346 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on PFC Capital Group's 13F filing for Q2 2026, filed 6 Aug 2026.