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SageGuard Financial Group’s Southern Company SO Stock Holding History

SageGuard Financial 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
Q2 		$320K Buy
3,347
+27
+0.8% +$2.54K 0.05% 167
2026
Q1 		$320K Buy
3,320
+216
+7% +$20K 0.05% 153
2025
Q4 		$271K Buy
+3,104
New +$283K 0.04% 148
2021
Q2 		– Sell
-3,313
Closed -$205K – 147
2021
Q1 		$205K Buy
+3,313
New +$198K 0.1% 127

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SageGuard Financial Group's SO Position: Q2 2026 in Review

SageGuard Financial Group increased its Southern Company (SO) stake by 0.81% in Q2 2026, buying an estimated $2.54K and bringing the position to 3,347 shares worth $320K. The position accounts for 0.05% of the portfolio, ranked #167.

SageGuard Financial Group first reported a position in SO in Q1 2021 and has held it in 4 quarters since. The position peaked at $320K in Q1 2026. 1,548 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • SageGuard Financial Group held 3,347 shares of Southern Company worth $320K as of Q2 2026.
  • SageGuard Financial Group bought 27 Southern Company shares in Q2 2026, an estimated $2.54K.
  • Southern Company made up 0.05% of SageGuard Financial Group's portfolio in Q2 2026, its #167 holding.
  • SageGuard Financial Group first reported a position in Southern Company in Q1 2021 and has held it in 4 quarters since.
  • SageGuard Financial Group's Southern Company position peaked at $320K in Q1 2026.
  • 1,548 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.