PGF
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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
Q2 		$3.59M Buy
37,485
+3,813
+11% +$359K 0.74% 43
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
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 $3.37T AUM 44.26% 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

Plan Group Financial's SO Position: Q2 2026 in Review

Plan Group Financial increased its Southern Company (SO) stake by 11% in Q2 2026, buying an estimated $359K and bringing the position to 37,485 shares worth $3.59M. The position accounts for 0.74% of the portfolio, ranked #43.

Plan Group Financial first reported a position in SO in Q2 2022 and has held it in 13 quarters since. 2,361 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Plan Group Financial held 37,485 shares of Southern Company worth $3.59M as of Q2 2026.
  • Plan Group Financial bought 3,813 Southern Company shares in Q2 2026, an estimated $359K.
  • Southern Company made up 0.74% of Plan Group Financial's portfolio in Q2 2026, its #43 holding.
  • Plan Group Financial first reported a position in Southern Company in Q2 2022 and has held it in 13 quarters since.
  • 2,361 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.