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S.E.E.D. Planning Group’s Southern Company SO Stock Holding History

S.E.E.D. Planning Group’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 		– Sell
-21,899
Closed -$1.91M – 100
2025
Q4 		$1.91M Sell
21,899
-1,214
-5% -$111K 0.54% 43
2025
Q3 		$2.19M Sell
23,113
-639
-3% -$59.7K 0.64% 37
2025
Q2 		$2.18M Sell
23,752
-144
-0.6% -$12.9K 0.68% 38
2025
Q1 		$2.2M Sell
23,896
-1,055
-4% -$91.3K 0.74% 38
2024
Q4 		$2.05M Sell
24,951
-43
-0.2% -$3.77K 0.69% 42
2024
Q3 		$2.25M Sell
24,994
-554
-2% -$47.3K 0.75% 40
2024
Q2 		$1.98M Sell
25,548
-1,166
-4% -$88.4K 0.72% 38
2024
Q1 		$1.92M Buy
26,714
+20,888
+359% +$1.44M 0.7% 43
2023
Q4 		$409K Buy
5,826
+2,047
+54% +$141K 0.16% 63
2023
Q3 		$245K Sell
3,779
-144
-4% -$9.99K 0.09% 70
2023
Q2 		$276K Buy
3,923
+3
+0.1% +$215 0.1% 70
2023
Q1 		$273K Buy
3,920
+2
+0.1% +$135 0.11% 71
2022
Q4 		$280K Buy
3,918
+2
+0.1% +$134 0.12% 69
2022
Q3 		$266K Sell
3,916
-7
-0.2% -$530 0.12% 63
2022
Q2 		$280K Buy
3,923
+2
+0.1% +$147 0.13% 65
2022
Q1 		$284K Buy
3,921
+141
+4% +$9.55K 0.12% 69
2021
Q4 		$259K Buy
3,780
+3
+0.1% +$191 0.11% 73
2021
Q3 		$234K Sell
3,777
-10,743
-74% -$692K 0.11% 75
2021
Q2 		$879K Sell
14,520
-2,349
-14% -$150K 0.43% 46
2021
Q1 		$1.05M Sell
16,869
-126
-0.7% -$7.54K 0.58% 41
2020
Q4 		$1.04M Sell
16,995
-923
-5% -$55.5K 0.63% 41
2020
Q3 		$971K Buy
17,918
+1,919
+12% +$103K 0.71% 37
2020
Q2 		$830K Buy
15,999
+1,006
+7% +$55.9K 0.65% 37
2020
Q1 		$812K Sell
14,993
-3,565
-19% -$226K 0.79% 36
2019
Q4 		$1.18M Buy
+18,558
New +$1.15M 1.03% 33

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

S.E.E.D. Planning Group's SO Position: Q1 2026 in Review

S.E.E.D. Planning Group sold out of Southern Company (SO) in Q1 2026, closing a stake of 21,899 shares — an estimated $1.91M sold.

S.E.E.D. Planning Group first reported a position in SO in Q4 2019 and held it in 25 quarters. The position peaked at $2.25M in Q3 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • S.E.E.D. Planning Group reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • S.E.E.D. Planning Group sold 21,899 Southern Company shares in Q1 2026, an estimated $1.91M.
  • S.E.E.D. Planning Group first reported a position in Southern Company in Q4 2019 and held it in 25 quarters.
  • S.E.E.D. Planning Group's Southern Company position peaked at $2.25M in Q3 2024.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2026, filed 23 Apr 2026.