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Proffitt & Goodson’s Southern Company SO Stock Holding History

Proffitt & Goodson’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 		$111K Hold
1,163
– – 0.02% 148
2026
Q1 		$112K Hold
1,163
– – 0.02% 143
2025
Q4 		$101K Hold
1,163
– – 0.01% 147
2025
Q3 		$110K Hold
1,163
– – 0.02% 133
2025
Q2 		$107K Sell
1,163
-34
-3% -$3.05K 0.02% 130
2025
Q1 		$110K Hold
1,197
– – 0.02% 133
2024
Q4 		$98.5K Buy
1,197
+15
+1% +$1.32K 0.02% 135
2024
Q3 		$107K Hold
1,182
– – 0.02% 136
2024
Q2 		$91.7K Sell
1,182
-247
-17% -$18.7K 0.02% 141
2024
Q1 		$103K Hold
1,429
– – 0.02% 129
2023
Q4 		$100K Hold
1,429
– – 0.02% 125
2023
Q3 		$92.5K Hold
1,429
– – 0.02% 132
2023
Q2 		$100K Hold
1,429
– – 0.02% 129
2023
Q1 		$99.4K Hold
1,429
– – 0.02% 127
2022
Q4 		$102K Hold
1,429
– – 0.02% 131
2022
Q3 		$97K Hold
1,429
– – 0.02% 133
2022
Q2 		$102K Sell
1,429
-524
-27% -$38.5K 0.02% 138
2022
Q1 		$142K Hold
1,953
– – 0.03% 132
2021
Q4 		$134K Hold
1,953
– – 0.02% 121
2021
Q3 		$121K Buy
1,953
+35
+2% +$2.25K 0.02% 120
2021
Q2 		$116K Hold
1,918
– – 0.02% 119
2021
Q1 		$119K Hold
1,918
– – 0.02% 115
2020
Q4 		$118K Hold
1,918
– – 0.02% 113
2020
Q3 		$104K Hold
1,918
– – 0.02% 112
2020
Q2 		$99K Hold
1,918
– – 0.02% 109
2020
Q1 		$104K Hold
1,918
– – 0.03% 88
2019
Q4 		$122K Hold
1,918
– – 0.03% 96
2019
Q3 		$118K Hold
1,918
– – 0.03% 98
2019
Q2 		$106K Hold
1,918
– – 0.03% 101
2019
Q1 		$99K Buy
+1,918
New +$94K 0.03% 97

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

Proffitt & Goodson's SO Position: Q2 2026 in Review

Proffitt & Goodson held its Southern Company (SO) position steady in Q2 2026 at 1,163 shares worth $111K. The position accounts for 0.02% of the portfolio, ranked #148.

Proffitt & Goodson first reported a position in SO in Q1 2019 and has held it in 30 quarters since. The position peaked at $142K in Q1 2022. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Proffitt & Goodson held 1,163 shares of Southern Company worth $111K as of Q2 2026.
  • Proffitt & Goodson left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.02% of Proffitt & Goodson's portfolio in Q2 2026, its #148 holding.
  • Proffitt & Goodson first reported a position in Southern Company in Q1 2019 and has held it in 30 quarters since.
  • Proffitt & Goodson's Southern Company position peaked at $142K in Q1 2022.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Proffitt & Goodson's 13F filing for Q2 2026, filed 22 Jul 2026.