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Pinnacle Wealth Planning Services’s Southern Company SO Stock Holding History

Pinnacle Wealth Planning 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
Q1 		$653K Buy
6,767
+2
+0% +$185 0.07% 170
2025
Q4 		$590K Sell
6,765
-30
-0.4% -$2.74K 0.06% 180
2025
Q3 		$644K Sell
6,795
-673
-9% -$62.8K 0.08% 161
2025
Q2 		$686K Buy
7,468
+1,566
+27% +$141K 0.09% 137
2025
Q1 		$543K Buy
5,902
+35
+0.6% +$3.03K 0.08% 152
2024
Q4 		$483K Sell
5,867
-2,068
-26% -$181K 0.07% 162
2024
Q3 		$716K Sell
7,935
-192
-2% -$16.4K 0.1% 130
2024
Q2 		$630K Buy
8,127
+21
+0.3% +$1.59K 0.09% 142
2024
Q1 		$582K Buy
8,106
+231
+3% +$15.9K 0.09% 157
2023
Q4 		$552K Sell
7,875
-164
-2% -$11.3K 0.09% 159
2023
Q3 		$520K Sell
8,039
-8
-0.1% -$555 0.09% 151
2023
Q2 		$565K Sell
8,047
-133
-2% -$9.54K 0.09% 147
2023
Q1 		$569K Buy
8,180
+926
+13% +$62.4K 0.09% 152
2022
Q4 		$518K Sell
7,254
-883
-11% -$59K 0.09% 157
2022
Q3 		$553K Buy
8,137
+203
+3% +$15.4K 0.1% 130
2022
Q2 		$566K Buy
7,934
+85
+1% +$6.24K 0.1% 137
2022
Q1 		$569K Buy
7,849
+1,098
+16% +$74.4K 0.1% 154
2021
Q4 		$463K Buy
6,751
+96
+1% +$6.12K 0.09% 164
2021
Q3 		$412K Buy
6,655
+715
+12% +$46K 0.09% 176
2021
Q2 		$360K Buy
5,940
+19
+0.3% +$1.22K 0.08% 199
2021
Q1 		$368K Buy
5,921
+440
+8% +$26.3K 0.09% 180
2020
Q4 		$337K Buy
5,481
+351
+7% +$21.1K 0.08% 175
2020
Q3 		$278K Buy
5,130
+628
+14% +$33.6K 0.09% 177
2020
Q2 		$233K Sell
4,502
-1,977
-31% -$110K 0.08% 195
2020
Q1 		$350K Buy
6,479
+1,277
+25% +$80.9K 0.17% 120
2019
Q4 		$331K Buy
5,202
+718
+16% +$44.5K 0.16% 139
2019
Q3 		$276K Buy
+4,484
New +$260K 0.15% 130

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pinnacle Wealth Planning Services's SO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Southern Company (SO) stake by 0.03% in Q1 2026, buying an estimated $185 and bringing the position to 6,767 shares worth $653K. The position accounts for 0.07% of the portfolio, ranked #170.

Pinnacle Wealth Planning Services first reported a position in SO in Q3 2019 and has held it in 27 quarters since. The position peaked at $716K in Q3 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 6,767 shares of Southern Company worth $653K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 2 Southern Company shares in Q1 2026, an estimated $185.
  • Southern Company made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #170 holding.
  • Pinnacle Wealth Planning Services first reported a position in Southern Company in Q3 2019 and has held it in 27 quarters since.
  • Pinnacle Wealth Planning Services's Southern Company position peaked at $716K in Q3 2024.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.