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Phillip James Consulting’s Southern Company SO Stock Holding History

Phillip James Consulting’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 		$1.34K Buy
+14
New +$1.32K ﹤0.01% 241

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

Phillip James Consulting's SO Position: Q2 2026 in Review

Phillip James Consulting opened a new position in Southern Company (SO) in Q2 2026: 14 shares worth $1.34K. The stake represents ﹤0.01% of the portfolio and ranks #241 among its holdings.

2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Phillip James Consulting held 14 shares of Southern Company worth $1.34K as of Q2 2026.
  • Southern Company was a new Phillip James Consulting position in Q2 2026.
  • Southern Company made up ﹤0.01% of Phillip James Consulting's portfolio in Q2 2026, its #241 holding.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.