PlanVest Financial
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PlanVest Financial’s Southern Company SO Stock Holding History

PlanVest 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 		$149K Buy
1,793
+4
+0.2% +$364 0.1% 127
2026
Q2 		$171K Buy
1,789
+3
+0.2% +$282 0.11% 111
2026
Q1 		$172K Buy
+1,786
New +$165K 0.13% 100

Other funds holding SO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

PlanVest Financial's SO Position: Q3 2026 in Review

PlanVest Financial increased its Southern Company (SO) stake by 0.22% in Q3 2026, buying an estimated $364 and bringing the position to 1,793 shares worth $149K. The position accounts for 0.1% of the portfolio, ranked #127.

PlanVest Financial first reported a position in SO in Q1 2026 and has held it in 3 quarters since. The position peaked at $172K in Q1 2026. 1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • PlanVest Financial held 1,793 shares of Southern Company worth $149K as of Q3 2026.
  • PlanVest Financial bought 4 Southern Company shares in Q3 2026, an estimated $364.
  • Southern Company made up 0.1% of PlanVest Financial's portfolio in Q3 2026, its #127 holding.
  • PlanVest Financial first reported a position in Southern Company in Q1 2026 and has held it in 3 quarters since.
  • PlanVest Financial's Southern Company position peaked at $172K in Q1 2026.
  • 1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.