Spartan Planning & Wealth Management’s Southern Company SO Stock Holding History

Spartan Planning & Wealth Management’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	$233K	Buy	2,438 +153	+7%	+$14.4K	0.16%	72
2026 Q1	$221K	Buy	+2,285	New	+$211K	0.16%	65
2023 Q4	$98K	Buy	1,398 +1,395	+46,500%	+$95.8K	0.1%	94
2023 Q3	$194	Buy	+3	New	+$208	﹤0.01%	147
2022 Q4	$20.4K	Sell	286 -429	-60%	-$28.7K	0.03%	113
2022 Q3	$49K	Buy	715 +68	+11%	+$5.15K	0.06%	47
2022 Q2	$46K	Buy	647 +184	+40%	+$13.5K	0.06%	61
2022 Q1	$34K	Buy	+463	New	+$31.4K	0.04%	96

Other funds holding SO

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Spartan Planning & Wealth Management's SO Position: Q2 2026 in Review

Spartan Planning & Wealth Management increased its Southern Company (SO) stake by 6.7% in Q2 2026, buying an estimated $14.4K and bringing the position to 2,438 shares worth $233K. The position accounts for 0.16% of the portfolio, ranked #72.

Spartan Planning & Wealth Management first reported a position in SO in Q1 2022 and has held it in 8 quarters since. 717 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Spartan Planning & Wealth Management held 2,438 shares of Southern Company worth $233K as of Q2 2026.
Spartan Planning & Wealth Management bought 153 Southern Company shares in Q2 2026, an estimated $14.4K.
Southern Company made up 0.16% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #72 holding.
Spartan Planning & Wealth Management first reported a position in Southern Company in Q1 2022 and has held it in 8 quarters since.
717 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.