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Platform Technology Partners’s Southern Company SO Stock Holding History

Platform Technology Partners’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 		$393K Buy
4,107
+197
+5% +$18.5K 0.06% 211
2026
Q1 		$377K Buy
3,910
+703
+22% +$65K 0.07% 189
2025
Q4 		$280K Sell
3,207
-280
-8% -$25.6K 0.06% 207
2025
Q3 		$330K Sell
3,487
-175
-5% -$16.3K 0.08% 184
2025
Q2 		$336K Sell
3,662
-210
-5% -$18.9K 0.09% 186
2025
Q1 		$356K Buy
3,872
+145
+4% +$12.6K 0.1% 165
2024
Q4 		$307K Buy
3,727
+299
+9% +$26.2K 0.09% 163
2024
Q3 		$309K Sell
3,428
-57
-2% -$4.87K 0.1% 174
2024
Q2 		$270K Buy
+3,485
New +$264K 0.09% 178
2023
Q4 		$210K Buy
+3,070
New +$211K 0.08% 183
2023
Q3 		– Sell
-4,808
Closed -$340K – 218
2023
Q2 		$340K Sell
4,808
-27
-0.6% -$1.94K 0.16% 137
2023
Q1 		$336K Buy
4,835
+207
+4% +$13.9K 0.17% 138
2022
Q4 		$330K Sell
4,628
-127
-3% -$8.49K 0.17% 134
2022
Q3 		$323K Sell
4,755
-246
-5% -$18.6K 0.18% 125
2022
Q2 		$357K Buy
5,001
+105
+2% +$7.71K 0.19% 121
2022
Q1 		$355K Sell
4,896
-546
-10% -$37K 0.17% 131
2021
Q4 		$373K Sell
5,442
-142
-3% -$9.05K 0.16% 141
2021
Q3 		$346K Sell
5,584
-12,463
-69% -$802K 0.16% 152
2021
Q2 		$1.09M Buy
+18,047
New +$1.15M 0.45% 57
2020
Q4 		$1.34M Sell
21,796
-330
-1% -$19.8K 0.65% 35
2020
Q3 		$1.2M Buy
22,126
+9
+0% +$481 0.74% 31
2020
Q2 		$1.15M Buy
22,117
+3,243
+17% +$180K 0.81% 27
2020
Q1 		$1.02M Buy
18,874
+14,791
+362% +$937K 0.93% 25
2019
Q4 		$260K Buy
+4,083
New +$253K 0.2% 136

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

Platform Technology Partners's SO Position: Q2 2026 in Review

Platform Technology Partners increased its Southern Company (SO) stake by 5% in Q2 2026, buying an estimated $18.5K and bringing the position to 4,107 shares worth $393K. The position accounts for 0.06% of the portfolio, ranked #211.

Platform Technology Partners first reported a position in SO in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.34M in Q4 2020. 2,354 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Platform Technology Partners held 4,107 shares of Southern Company worth $393K as of Q2 2026.
  • Platform Technology Partners bought 197 Southern Company shares in Q2 2026, an estimated $18.5K.
  • Southern Company made up 0.06% of Platform Technology Partners's portfolio in Q2 2026, its #211 holding.
  • Platform Technology Partners first reported a position in Southern Company in Q4 2019 and has held it in 24 quarters since.
  • Platform Technology Partners's Southern Company position peaked at $1.34M in Q4 2020.
  • 2,354 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.