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Prosperity Financial Group’s Southern Company SO Stock Holding History

Prosperity 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
2026
Q2 		$457K Sell
4,777
-168
-3% -$15.8K 0.14% 132
2026
Q1 		$477K Buy
4,945
+34
+0.7% +$3.15K 0.18% 121
2025
Q4 		$428K Sell
4,911
-244
-5% -$22.3K 0.15% 117
2025
Q3 		$489K Sell
5,155
-90
-2% -$8.4K 0.18% 111
2025
Q2 		$482K Sell
5,245
-1,240
-19% -$111K 0.2% 102
2025
Q1 		$596K Buy
6,485
+21
+0.3% +$1.82K 0.3% 88
2024
Q4 		$532K Buy
6,464
+30
+0.5% +$2.63K 0.26% 84
2024
Q3 		$580K Sell
6,434
-232
-3% -$19.8K 0.32% 76
2024
Q2 		$517K Buy
6,666
+124
+2% +$9.4K 0.33% 73
2024
Q1 		$469K Buy
6,542
+713
+12% +$49.2K 0.29% 86
2023
Q4 		$409K Sell
5,829
-240
-4% -$16.5K 0.28% 79
2023
Q3 		$393K Buy
6,069
+113
+2% +$7.84K 0.32% 71
2023
Q2 		$418K Sell
5,956
-173
-3% -$12.4K 0.37% 64
2023
Q1 		$426K Buy
6,129
+5
+0.1% +$337 0.43% 54
2022
Q4 		$437K Buy
+6,124
New +$409K 0.47% 46

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 $3.38T AUM 44.17% 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

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

Prosperity Financial Group reduced its Southern Company (SO) stake by 3.4% in Q2 2026, selling an estimated $15.8K and leaving 4,777 shares worth $457K. The position accounts for 0.14% of the portfolio, ranked #132.

Prosperity Financial Group first reported a position in SO in Q4 2022 and has held it in 15 quarters since. The position peaked at $596K in Q1 2025. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Prosperity Financial Group held 4,777 shares of Southern Company worth $457K as of Q2 2026.
  • Prosperity Financial Group sold 168 Southern Company shares in Q2 2026, an estimated $15.8K.
  • Southern Company made up 0.14% of Prosperity Financial Group's portfolio in Q2 2026, its #132 holding.
  • Prosperity Financial Group first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Financial Group's Southern Company position peaked at $596K in Q1 2025.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.