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 Q2	$220K	Sell	2,300 -13	-0.6%	-$1.22K	0.07%	175
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 $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

Stonebridge Financial Planning Group's SO Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its Southern Company (SO) stake by 0.56% in Q2 2026, selling an estimated $1.22K and leaving 2,300 shares worth $220K. The position accounts for 0.07% of the portfolio, ranked #175.

Stonebridge Financial Planning Group first reported a position in SO in Q4 2019 and has held it in 16 quarters since. The position peaked at $268K in Q4 2019. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Stonebridge Financial Planning Group held 2,300 shares of Southern Company worth $220K as of Q2 2026.
Stonebridge Financial Planning Group sold 13 Southern Company shares in Q2 2026, an estimated $1.22K.
Southern Company made up 0.07% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #175 holding.
Stonebridge Financial Planning Group first reported a position in Southern Company in Q4 2019 and has held it in 16 quarters since.
Stonebridge Financial Planning Group's Southern Company position peaked at $268K in Q4 2019.
2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.