Prosperity Consulting Group’s Southern Company SO Stock Holding History

Prosperity Consulting 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
2026 Q2	$1.35M	Buy	14,053 +727	+5%	+$68.4K	0.05%	219
2026 Q1	$1.29M	Buy	13,326 +28	+0.2%	+$2.59K	0.06%	209
2025 Q4	$1.16M	Buy	13,298 +617	+5%	+$56.3K	0.05%	229
2025 Q3	$1.2M	Sell	12,681 -429	-3%	-$40K	0.06%	220
2025 Q2	$1.2M	Buy	13,110 +305	+2%	+$27.4K	0.09%	196
2025 Q1	$1.18M	Buy	12,805 +411	+3%	+$35.6K	0.09%	197
2024 Q4	$1.02M	Buy	12,394 +1,178	+11%	+$103K	0.08%	223
2024 Q3	$1.01M	Buy	11,216 +1,040	+10%	+$88.8K	0.08%	224
2024 Q2	$789K	Buy	10,176 +114	+1%	+$8.64K	0.11%	141
2024 Q1	$722K	Buy	10,062 +3,524	+54%	+$243K	0.09%	153
2023 Q4	$458K	Buy	6,538 +2,976	+84%	+$204K	0.15%	115
2023 Q3	$231K	Buy	+3,562	New	+$247K	0.11%	128

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

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

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

Prosperity Consulting Group's SO Position: Q2 2026 in Review

Prosperity Consulting Group increased its Southern Company (SO) stake by 5.5% in Q2 2026, buying an estimated $68.4K and bringing the position to 14,053 shares worth $1.35M. The position accounts for 0.05% of the portfolio, ranked #219.

Prosperity Consulting Group first reported a position in SO in Q3 2023 and has held it in 12 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Prosperity Consulting Group held 14,053 shares of Southern Company worth $1.35M as of Q2 2026.
Prosperity Consulting Group bought 727 Southern Company shares in Q2 2026, an estimated $68.4K.
Southern Company made up 0.05% of Prosperity Consulting Group's portfolio in Q2 2026, its #219 holding.
Prosperity Consulting Group first reported a position in Southern Company in Q3 2023 and has held it in 12 quarters since.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.