Plan Group Financial’s Southern Company SO Stock Holding History

Plan Group 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 Q1	$3.25M	Buy	33,672 +3,029	+10%	+$280K	0.76%	42
2025 Q4	$2.67M	Buy	30,643 +2,010	+7%	+$183K	0.69%	40
2025 Q3	$2.71M	Buy	28,633 +6,586	+30%	+$615K	0.73%	45
2025 Q2	$2.02M	Buy	22,047 +2,317	+12%	+$208K	0.67%	45
2025 Q1	$1.81M	Buy	19,730 +5,353	+37%	+$463K	0.65%	36
2024 Q4	$1.18M	Buy	14,377 +1,193	+9%	+$105K	0.63%	34
2024 Q3	$1.19M	Buy	13,184 +1,371	+12%	+$117K	0.63%	32
2024 Q2	$916K	Buy	11,813 +4,761	+68%	+$361K	0.56%	38
2024 Q1	$506K	Buy	7,052 +2,140	+44%	+$148K	0.33%	50
2023 Q4	$344K	Sell	4,912 -2,045	-29%	-$140K	0.3%	44
2023 Q3	$450K	Buy	+6,957	New	+$483K	0.32%	38
2022 Q2	$294K	Buy	+4,130	New	+$303K	0.51%	43

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Plan Group Financial's SO Position: Q1 2026 in Review

Plan Group Financial increased its Southern Company (SO) stake by 9.9% in Q1 2026, buying an estimated $280K and bringing the position to 33,672 shares worth $3.25M. The position accounts for 0.76% of the portfolio, ranked #42.

Plan Group Financial first reported a position in SO in Q2 2022 and has held it in 12 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Plan Group Financial held 33,672 shares of Southern Company worth $3.25M as of Q1 2026.
Plan Group Financial bought 3,029 Southern Company shares in Q1 2026, an estimated $280K.
Southern Company made up 0.76% of Plan Group Financial's portfolio in Q1 2026, its #42 holding.
Plan Group Financial first reported a position in Southern Company in Q2 2022 and has held it in 12 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.