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Retirement Guys Formula’s Southern Company SO Stock Holding History

Retirement Guys Formula’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 		$1.53M Buy
15,947
+982
+7% +$92.5K 0.57% 66
2026
Q1 		$1.44M Buy
14,965
+3,035
+25% +$281K 0.66% 61
2025
Q4 		$1.04M Buy
11,930
+5,391
+82% +$492K 0.47% 83
2025
Q3 		$620K Buy
+6,539
New +$610K 0.22% 110
2025
Q1 		– Sell
-10,658
Closed -$877K – 164
2024
Q4 		$877K Buy
10,658
+874
+9% +$76.7K 0.44% 65
2024
Q3 		$882K Buy
9,784
+1,058
+12% +$90.4K 0.41% 68
2024
Q2 		$677K Sell
8,726
-817
-9% -$61.9K 0.32% 79
2024
Q1 		$685K Buy
+9,543
New +$659K 0.33% 80

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

Retirement Guys Formula's SO Position: Q2 2026 in Review

Retirement Guys Formula increased its Southern Company (SO) stake by 6.6% in Q2 2026, buying an estimated $92.5K and bringing the position to 15,947 shares worth $1.53M. The position accounts for 0.57% of the portfolio, ranked #66.

Retirement Guys Formula first reported a position in SO in Q1 2024 and has held it in 8 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Retirement Guys Formula held 15,947 shares of Southern Company worth $1.53M as of Q2 2026.
  • Retirement Guys Formula bought 982 Southern Company shares in Q2 2026, an estimated $92.5K.
  • Southern Company made up 0.57% of Retirement Guys Formula's portfolio in Q2 2026, its #66 holding.
  • Retirement Guys Formula first reported a position in Southern Company in Q1 2024 and has held it in 8 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.