Retirement Planning Group (Kansas)’s Southern Company SO Stock Holding History

Retirement Planning Group (Kansas)’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	$2.28M	Sell	23,579 -33	-0.1%	-$3.05K	0.07%	119
2025 Q4	$2.06M	Buy	23,612 +34	+0.1%	+$3.1K	0.07%	112
2025 Q3	$2.23M	Buy	23,578 +18,402	+356%	+$1.72M	0.08%	105
2025 Q2	$475K	Sell	5,176 -32	-0.6%	-$2.87K	0.02%	213
2025 Q1	$479K	Buy	5,208 +228	+5%	+$19.7K	0.02%	197
2024 Q4	$410K	Buy	4,980 +39	+0.8%	+$3.42K	0.02%	195
2024 Q3	$446K	Sell	4,941 -395	-7%	-$33.7K	0.02%	186
2024 Q2	$414K	Buy	5,336 +350	+7%	+$26.5K	0.03%	169
2024 Q1	$358K	Buy	+4,986	New	+$344K	0.03%	159
2023 Q3	–	Sell	-2,863	Closed	-$201K	–	166
2023 Q2	$201K	Buy	+2,863	New	+$205K	0.02%	160

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Retirement Planning Group (Kansas)'s SO Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Southern Company (SO) stake by 0.14% in Q1 2026, selling an estimated $3.05K and leaving 23,579 shares worth $2.28M. The position accounts for 0.07% of the portfolio, ranked #119.

Retirement Planning Group (Kansas) first reported a position in SO in Q2 2023 and has held it in 10 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Retirement Planning Group (Kansas) held 23,579 shares of Southern Company worth $2.28M as of Q1 2026.
Retirement Planning Group (Kansas) sold 33 Southern Company shares in Q1 2026, an estimated $3.05K.
Southern Company made up 0.07% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #119 holding.
Retirement Planning Group (Kansas) first reported a position in Southern Company in Q2 2023 and has held it in 10 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.