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Strategic Financial Services’s Southern Company SO Stock Holding History

Strategic Financial Services’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 		$262K Sell
2,737
-31
-1% -$2.92K 0.01% 134
2026
Q1 		$267K Buy
2,768
+113
+4% +$10.5K 0.01% 130
2025
Q4 		$239K Sell
2,655
-39
-1% -$3.56K 0.01% 131
2025
Q3 		$255K Buy
2,694
+5
+0.2% +$467 0.01% 123
2025
Q2 		$247K Hold
2,689
– – 0.01% 126
2025
Q1 		$247K Hold
2,689
– – 0.01% 121
2024
Q4 		$221K Sell
2,689
-150
-5% -$13.2K 0.01% 127
2024
Q3 		$256K Hold
2,839
– – 0.02% 122
2024
Q2 		$220K Buy
+2,839
New +$215K 0.01% 123

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

Strategic Financial Services's SO Position: Q2 2026 in Review

Strategic Financial Services reduced its Southern Company (SO) stake by 1.1% in Q2 2026, selling an estimated $2.92K and leaving 2,737 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #134.

Strategic Financial Services first reported a position in SO in Q2 2024 and has held it in 9 quarters since. The position peaked at $267K in Q1 2026. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Strategic Financial Services held 2,737 shares of Southern Company worth $262K as of Q2 2026.
  • Strategic Financial Services sold 31 Southern Company shares in Q2 2026, an estimated $2.92K.
  • Southern Company made up 0.01% of Strategic Financial Services's portfolio in Q2 2026, its #134 holding.
  • Strategic Financial Services first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
  • Strategic Financial Services's Southern Company position peaked at $267K in Q1 2026.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Strategic Financial Services's 13F filing for Q2 2026, filed 24 Aug 2026.