Prairie Sky Financial Group’s Southern Company SO Stock Holding History

Prairie Sky Financial Group’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
2025 Q2	$711K	Hold	7,745	–	–	0.39%	31
2025 Q1	$712K	Hold	7,745	–	–	0.42%	31
2024 Q4	$638K	Hold	7,745	–	–	0.39%	33
2024 Q3	$698K	Hold	7,745	–	–	0.4%	32
2024 Q2	$601K	Hold	7,745	–	–	0.37%	31
2024 Q1	$556K	Sell	7,745 -150	-2%	-$10.4K	0.33%	35
2023 Q4	$554K	Sell	7,895 -296	-4%	-$20.3K	0.36%	33
2023 Q3	$530K	Hold	8,191	–	–	0.37%	33
2023 Q2	$575K	Buy	+8,191	New	+$587K	0.39%	33

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Prairie Sky Financial Group's SO Position: Q2 2025 in Review

Prairie Sky Financial Group held its Southern Company (SO) position steady in Q2 2025 at 7,745 shares worth $711K. The position accounts for 0.39% of the portfolio, ranked #31.

Prairie Sky Financial Group first reported a position in SO in Q2 2023 and has held it in 9 quarters since. The position peaked at $712K in Q1 2025. 2,182 funds tracked by Wall St. Rank hold SO as of Q2 2025.

Prairie Sky Financial Group held 7,745 shares of Southern Company worth $711K as of Q2 2025.
Prairie Sky Financial Group left its Southern Company share count unchanged in Q2 2025.
Southern Company made up 0.39% of Prairie Sky Financial Group's portfolio in Q2 2025, its #31 holding.
Prairie Sky Financial Group first reported a position in Southern Company in Q2 2023 and has held it in 9 quarters since.
Prairie Sky Financial Group's Southern Company position peaked at $712K in Q1 2025.
2,182 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Prairie Sky Financial Group's 13F filing for Q2 2025, filed 28 Jul 2025.