Plancorp LLC’s Southern Company SO Stock Holding History

Plancorp LLC’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	$792K	Buy	8,208 +4,288	+109%	+$404K	0.02%	208
2026 Q1	$381K	Sell	3,920 -9	-0.2%	-$833	0.01%	261
2025 Q4	$343K	Sell	3,929 -426	-10%	-$38.9K	0.01%	263
2025 Q3	$413K	Sell	4,355 -15	-0.3%	-$1.4K	0.01%	248
2025 Q2	$401K	Buy	4,370 +374	+9%	+$33.6K	0.01%	255
2025 Q1	$367K	Buy	3,996 +196	+5%	+$17K	0.01%	250
2024 Q4	$313K	Sell	3,800 -109	-3%	-$9.56K	0.01%	246
2024 Q3	$353K	Buy	3,909 +1	+0%	+$85	0.01%	225
2024 Q2	$303K	Buy	3,908 +74	+2%	+$5.61K	0.01%	231
2024 Q1	$275K	Buy	+3,834	New	+$265K	0.01%	245

Other funds holding SO

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Plancorp LLC's SO Position: Q2 2026 in Review

Plancorp LLC increased its Southern Company (SO) stake by 109% in Q2 2026, buying an estimated $404K and bringing the position to 8,208 shares worth $792K. The position accounts for 0.02% of the portfolio, ranked #208.

Plancorp LLC first reported a position in SO in Q1 2024 and has held it in 10 quarters since. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Plancorp LLC held 8,208 shares of Southern Company worth $792K as of Q2 2026.
Plancorp LLC bought 4,288 Southern Company shares in Q2 2026, an estimated $404K.
Southern Company made up 0.02% of Plancorp LLC's portfolio in Q2 2026, its #208 holding.
Plancorp LLC first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.