Plan Group Financial
SO icon

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
Q3 		$3.98M Buy
43,871
+6,386
+17% +$582K 0.78% 36
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Plan Group Financial's SO Position: Q3 2026 in Review

Plan Group Financial increased its Southern Company (SO) stake by 17% in Q3 2026, buying an estimated $582K and bringing the position to 43,871 shares worth $3.98M. The position accounts for 0.78% of the portfolio, ranked #36.

Plan Group Financial first reported a position in SO in Q2 2022 and has held it in 14 quarters since. 699 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Plan Group Financial held 43,871 shares of Southern Company worth $3.98M as of Q3 2026.
  • Plan Group Financial bought 6,386 Southern Company shares in Q3 2026, an estimated $582K.
  • Southern Company made up 0.78% of Plan Group Financial's portfolio in Q3 2026, its #36 holding.
  • Plan Group Financial first reported a position in Southern Company in Q2 2022 and has held it in 14 quarters since.
  • 699 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.