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Sound Financial Strategies Group’s Southern Company SO Stock Holding History

Sound Financial Strategies 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 		$260K Hold
2,721
– – 0.17% 100
2026
Q1 		$263K Buy
+2,721
New +$252K 0.18% 90
2021
Q2 		– Sell
-9,530
Closed -$592K – 110
2021
Q1 		$592K Buy
9,530
+38
+0.4% +$2.27K 0.3% 53
2020
Q4 		$583K Buy
+9,492
New +$571K 0.32% 58

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

Sound Financial Strategies Group's SO Position: Q2 2026 in Review

Sound Financial Strategies Group held its Southern Company (SO) position steady in Q2 2026 at 2,721 shares worth $260K. The position accounts for 0.17% of the portfolio, ranked #100.

Sound Financial Strategies Group first reported a position in SO in Q4 2020 and has held it in 4 quarters since. The position peaked at $592K in Q1 2021. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Sound Financial Strategies Group held 2,721 shares of Southern Company worth $260K as of Q2 2026.
  • Sound Financial Strategies Group left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.17% of Sound Financial Strategies Group's portfolio in Q2 2026, its #100 holding.
  • Sound Financial Strategies Group first reported a position in Southern Company in Q4 2020 and has held it in 4 quarters since.
  • Sound Financial Strategies Group's Southern Company position peaked at $592K in Q1 2021.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.