Phillips Wealth Planners’s Southern Company SO Stock Holding History

Phillips Wealth Planners’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	$208K	Buy	+2,137	New	+$201K	0.15%	213
2025 Q4	–	Sell	-2,160	Closed	-$206K	–	213
2025 Q3	$206K	Buy	+2,160	New	+$202K	0.17%	197
2025 Q2	–	Sell	-2,361	Closed	-$212K	–	194
2025 Q1	$212K	Buy	+2,361	New	+$204K	0.22%	164
2024 Q4	–	Sell	-2,416	Closed	-$223K	–	196
2024 Q3	$223K	Sell	2,416 -851	-26%	-$72.7K	0.21%	171
2024 Q2	$256K	Sell	3,267 -345	-10%	-$26.1K	0.27%	140
2024 Q1	$245K	Buy	3,612 +134	+4%	+$9.25K	0.28%	140
2023 Q4	$239K	Buy	3,478 +73	+2%	+$5.01K	0.29%	132
2023 Q3	$226K	Buy	3,405 +88	+3%	+$6.11K	0.31%	127
2023 Q2	$233K	Sell	3,317 -339	-9%	-$24.3K	0.31%	126
2023 Q1	$271K	Buy	3,656 +163	+5%	+$11K	0.36%	105
2022 Q4	$234K	Buy	+3,493	New	+$234K	0.41%	89

Other funds holding SO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Phillips Wealth Planners's SO Position: Q2 2026 in Review

Phillips Wealth Planners opened a new position in Southern Company (SO) in Q2 2026: 2,137 shares worth $208K. The stake represents 0.15% of the portfolio and ranks #213 among its holdings. This is a return to the name: Phillips Wealth Planners previously reported a position in SO as recently as Q3 2025.

Phillips Wealth Planners first reported a position in SO in Q4 2022 and has held it in 11 quarters since. The position peaked at $271K in Q1 2023. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Phillips Wealth Planners held 2,137 shares of Southern Company worth $208K as of Q2 2026.
Southern Company was a new Phillips Wealth Planners position in Q2 2026.
Southern Company made up 0.15% of Phillips Wealth Planners's portfolio in Q2 2026, its #213 holding.
Phillips Wealth Planners first reported a position in Southern Company in Q4 2022 and has held it in 11 quarters since.
Phillips Wealth Planners's Southern Company position peaked at $271K in Q1 2023.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.