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Root Financial Partners’s Southern Company SO Stock Holding History

Root Financial Partners’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 		– Sell
-1,553
Closed -$150K – 2761
2026
Q1 		$150K Buy
1,553
+504
+48% +$46.6K 0.01% 417
2025
Q4 		$91.5K Buy
1,049
+69
+7% +$6.3K ﹤0.01% 501
2025
Q3 		$92.9K Buy
+980
New +$91.5K 0.01% 463

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

Root Financial Partners's SO Position: Q2 2026 in Review

Root Financial Partners sold out of Southern Company (SO) in Q2 2026, closing a stake of 1,553 shares — an estimated $150K sold.

Root Financial Partners first reported a position in SO in Q3 2025 and held it in 3 quarters. The position peaked at $150K in Q1 2026. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Root Financial Partners reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,553 Southern Company shares in Q2 2026, an estimated $150K.
  • Root Financial Partners first reported a position in Southern Company in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Southern Company position peaked at $150K in Q1 2026.
  • 2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.