Planning Strategies’s Southern Company SO Stock Holding History

Planning Strategies’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	$62.6K	Buy	+654	New	+$61.6K	0.04%	141

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Planning Strategies's SO Position: Q2 2026 in Review

Planning Strategies opened a new position in Southern Company (SO) in Q2 2026: 654 shares worth $62.6K. The stake represents 0.04% of the portfolio and ranks #141 among its holdings.

2,269 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Planning Strategies held 654 shares of Southern Company worth $62.6K as of Q2 2026.
Southern Company was a new Planning Strategies position in Q2 2026.
Southern Company made up 0.04% of Planning Strategies's portfolio in Q2 2026, its #141 holding.
2,269 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.