Second Half Financial Partners’s Southern Company SO Stock Holding History

Second Half 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	$356K	Sell	3,723 -26	-0.7%	-$2.45K	0.15%	68
2026 Q1	$362K	Hold	3,749	–	–	0.16%	62
2025 Q4	$327K	Hold	3,749	–	–	0.15%	61
2025 Q3	$355K	Sell	3,749 -12	-0.3%	-$1.12K	0.16%	60
2025 Q2	$345K	Buy	+3,761	New	+$338K	0.16%	57
2024 Q2	–	Sell	-3,801	Closed	-$273K	–	64
2024 Q1	$273K	Buy	3,801 +60	+2%	+$4.14K	0.12%	54
2023 Q4	$262K	Hold	3,741	–	–	0.13%	43
2023 Q3	$242K	Sell	3,741 -787	-17%	-$54.6K	0.12%	37
2023 Q2	$318K	Buy	4,528 +813	+22%	+$58.3K	0.07%	124
2023 Q1	$258K	Hold	3,715	–	–	0.15%	34
2022 Q4	$251K	Buy	+3,715	New	+$248K	0.16%	38

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Second Half Financial Partners's SO Position: Q2 2026 in Review

Second Half Financial Partners reduced its Southern Company (SO) stake by 0.69% in Q2 2026, selling an estimated $2.45K and leaving 3,723 shares worth $356K. The position accounts for 0.15% of the portfolio, ranked #68.

Second Half Financial Partners first reported a position in SO in Q4 2022 and has held it in 11 quarters since. The position peaked at $362K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Second Half Financial Partners held 3,723 shares of Southern Company worth $356K as of Q2 2026.
Second Half Financial Partners sold 26 Southern Company shares in Q2 2026, an estimated $2.45K.
Southern Company made up 0.15% of Second Half Financial Partners's portfolio in Q2 2026, its #68 holding.
Second Half Financial Partners first reported a position in Southern Company in Q4 2022 and has held it in 11 quarters since.
Second Half Financial Partners's Southern Company position peaked at $362K in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.