Stonebridge Financial Planning Group’s Southern Company SO Stock Holding History

Stonebridge Financial Planning 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 Q1	$223K	Buy	2,313 +13	+0.6%	+$1.2K	0.08%	162
2025 Q4	$201K	Buy	2,300 +40	+2%	+$3.65K	0.07%	167
2025 Q3	$214K	Hold	2,260	–	–	0.08%	165
2025 Q2	$208K	Hold	2,260	–	–	0.09%	161
2025 Q1	$208K	Buy	+2,260	New	+$196K	0.09%	159
2024 Q4	–	Sell	-2,300	Closed	-$207K	–	164
2024 Q3	$207K	Buy	+2,300	New	+$196K	0.1%	155
2022 Q1	–	Sell	-3,503	Closed	-$242K	–	328
2021 Q4	$242K	Hold	3,503	–	–	0.13%	108
2021 Q3	$219K	Hold	3,503	–	–	0.11%	117
2021 Q2	$216K	Sell	3,503 -500	-12%	-$32K	0.11%	116
2021 Q1	$252K	Hold	4,003	–	–	0.15%	96
2020 Q4	$246K	Hold	4,003	–	–	0.16%	91
2020 Q3	$234K	Hold	4,003	–	–	0.17%	85
2020 Q2	$211K	Sell	4,003 -200	-5%	-$11.1K	0.18%	81
2020 Q1	$245K	Hold	4,203	–	–	0.24%	71
2019 Q4	$268K	Buy	+4,203	New	+$260K	0.24%	73

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Stonebridge Financial Planning Group's SO Position: Q1 2026 in Review

Stonebridge Financial Planning Group increased its Southern Company (SO) stake by 0.57% in Q1 2026, buying an estimated $1.2K and bringing the position to 2,313 shares worth $223K. The position accounts for 0.08% of the portfolio, ranked #162.

Stonebridge Financial Planning Group first reported a position in SO in Q4 2019 and has held it in 15 quarters since. The position peaked at $268K in Q4 2019. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Stonebridge Financial Planning Group held 2,313 shares of Southern Company worth $223K as of Q1 2026.
Stonebridge Financial Planning Group bought 13 Southern Company shares in Q1 2026, an estimated $1.2K.
Southern Company made up 0.08% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #162 holding.
Stonebridge Financial Planning Group first reported a position in Southern Company in Q4 2019 and has held it in 15 quarters since.
Stonebridge Financial Planning Group's Southern Company position peaked at $268K in Q4 2019.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.