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Phoenix Financial’s Southern Company SO Stock Holding History

Phoenix Financial’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 		– Sell
-7,379
Closed -$712K – 570
2026
Q1 		$712K Sell
7,379
-3,001
-29% -$278K 0.01% 264
2025
Q4 		$904K Buy
10,380
+6,982
+205% +$637K 0.01% 239
2025
Q3 		$322K Hold
3,398
– – ﹤0.01% 373
2025
Q2 		$312K Sell
3,398
-1,174
-26% -$105K ﹤0.01% 337
2025
Q1 		$422K Buy
+4,572
New +$396K 0.01% 266

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 $3.38T AUM 44.17% 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

Phoenix Financial's SO Position: Q2 2026 in Review

Phoenix Financial sold out of Southern Company (SO) in Q2 2026, closing a stake of 7,379 shares — an estimated $712K sold.

Phoenix Financial first reported a position in SO in Q1 2025 and held it in 5 quarters. The position peaked at $904K in Q4 2025. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Phoenix Financial reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Phoenix Financial sold 7,379 Southern Company shares in Q2 2026, an estimated $712K.
  • Phoenix Financial first reported a position in Southern Company in Q1 2025 and held it in 5 quarters.
  • Phoenix Financial's Southern Company position peaked at $904K in Q4 2025.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.