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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Prosperity Financial Group's SO Position: Q1 2026 in Review

Prosperity Financial Group increased its Southern Company (SO) stake by 0.69% in Q1 2026, buying an estimated $3.15K and bringing the position to 4,945 shares worth $477K. The position accounts for 0.18% of the portfolio, ranked #121.

Prosperity Financial Group first reported a position in SO in Q4 2022 and has held it in 14 quarters since. The position peaked at $596K in Q1 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Prosperity Financial Group held 4,945 shares of Southern Company worth $477K as of Q1 2026.
  • Prosperity Financial Group bought 34 Southern Company shares in Q1 2026, an estimated $3.15K.
  • Southern Company made up 0.18% of Prosperity Financial Group's portfolio in Q1 2026, its #121 holding.
  • Prosperity Financial Group first reported a position in Southern Company in Q4 2022 and has held it in 14 quarters since.
  • Prosperity Financial Group's Southern Company position peaked at $596K in Q1 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.