Physicians Financial Services’s Southern Company SO Stock Holding History

Physicians Financial Services’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	$268K	Hold	2,802	–	–	0.07%	100
2026 Q1	$270K	Buy	+2,802	New	+$259K	0.07%	98
2022 Q3	–	Sell	-2,889	Closed	-$206K	–	112
2022 Q2	$206K	Buy	+2,889	New	+$212K	0.09%	111
2018 Q1	–	Sell	-11,753	Closed	-$565K	–	113
2017 Q4	$565K	Sell	11,753 -500	-4%	-$25.5K	0.43%	73
2017 Q3	$602K	Hold	12,253	–	–	0.49%	69
2017 Q2	$587K	Sell	12,253 -200	-2%	-$10K	0.5%	68
2017 Q1	$620K	Sell	12,453 -760	-6%	-$37.6K	0.53%	60
2016 Q4	$707K	Buy	13,213 +75	+0.6%	+$3.69K	0.58%	55
2016 Q3	$673K	Hold	13,138	–	–	0.56%	57
2016 Q2	$705K	Hold	13,138	–	–	0.62%	52
2016 Q1	$680K	Sell	13,138 -257	-2%	-$12.5K	0.62%	51
2015 Q4	$627K	Buy	+13,395	New	+$607K	0.58%	55

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

Physicians Financial Services's SO Position: Q2 2026 in Review

Physicians Financial Services held its Southern Company (SO) position steady in Q2 2026 at 2,802 shares worth $268K. The position accounts for 0.07% of the portfolio, ranked #100.

Physicians Financial Services first reported a position in SO in Q4 2015 and has held it in 12 quarters since. The position peaked at $707K in Q4 2016. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Physicians Financial Services held 2,802 shares of Southern Company worth $268K as of Q2 2026.
Physicians Financial Services left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.07% of Physicians Financial Services's portfolio in Q2 2026, its #100 holding.
Physicians Financial Services first reported a position in Southern Company in Q4 2015 and has held it in 12 quarters since.
Physicians Financial Services's Southern Company position peaked at $707K in Q4 2016.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Physicians Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.