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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
Q2 		$2.44M Buy
25,513
+1,934
+8% +$182K 0.06% 133
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
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 $3.37T AUM 44.26% 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 Planning Group (Kansas)'s SO Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Southern Company (SO) stake by 8.2% in Q2 2026, buying an estimated $182K and bringing the position to 25,513 shares worth $2.44M. The position accounts for 0.06% of the portfolio, ranked #133.

Retirement Planning Group (Kansas) first reported a position in SO in Q2 2023 and has held it in 11 quarters since. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Retirement Planning Group (Kansas) held 25,513 shares of Southern Company worth $2.44M as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 1,934 Southern Company shares in Q2 2026, an estimated $182K.
  • Southern Company made up 0.06% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #133 holding.
  • Retirement Planning Group (Kansas) first reported a position in Southern Company in Q2 2023 and has held it in 11 quarters since.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.