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Silver Grove Financial Group’s Southern Company SO Stock Holding History

Silver Grove 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 		$96.2K Buy
1,005
+797
+383% +$75K 0.05% 251
2026
Q1 		$20.1K Buy
+208
New +$19.2K 0.02% 256

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

Silver Grove Financial Group's SO Position: Q2 2026 in Review

Silver Grove Financial Group increased its Southern Company (SO) stake by 383% in Q2 2026, buying an estimated $75K and bringing the position to 1,005 shares worth $96.2K. The position accounts for 0.05% of the portfolio, ranked #251.

Silver Grove Financial Group first reported a position in SO in Q1 2026 and has held it in 2 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Silver Grove Financial Group held 1,005 shares of Southern Company worth $96.2K as of Q2 2026.
  • Silver Grove Financial Group bought 797 Southern Company shares in Q2 2026, an estimated $75K.
  • Southern Company made up 0.05% of Silver Grove Financial Group's portfolio in Q2 2026, its #251 holding.
  • Silver Grove Financial Group first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.