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Purpose Unlimited Inc’s Southern Company SO Stock Holding History

Purpose Unlimited Inc’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 		$67K Hold
700
– – ﹤0.01% 314
2026
Q1 		$67.6K Hold
700
– – ﹤0.01% 307
2025
Q4 		$61K Buy
+700
New +$63.9K ﹤0.01% 235

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

Purpose Unlimited Inc's SO Position: Q2 2026 in Review

Purpose Unlimited Inc held its Southern Company (SO) position steady in Q2 2026 at 700 shares worth $67K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Purpose Unlimited Inc first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $67.6K in Q1 2026. 2,367 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Purpose Unlimited Inc held 700 shares of Southern Company worth $67K as of Q2 2026.
  • Purpose Unlimited Inc left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q2 2026, its #314 holding.
  • Purpose Unlimited Inc first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • Purpose Unlimited Inc's Southern Company position peaked at $67.6K in Q1 2026.
  • 2,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.