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Strive Financial Group’s Southern Company SO Stock Holding History

Strive Financial 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 		$53.2K Buy
556
+5
+0.9% +$471 0.02% 266
2026
Q1 		$53K Buy
551
+4
+0.7% +$370 0.03% 221
2025
Q4 		$47.8K Buy
+547
New +$49.9K 0.03% 223

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

Strive Financial Group's SO Position: Q2 2026 in Review

Strive Financial Group increased its Southern Company (SO) stake by 0.91% in Q2 2026, buying an estimated $471 and bringing the position to 556 shares worth $53.2K. The position accounts for 0.02% of the portfolio, ranked #266.

Strive Financial Group first reported a position in SO in Q4 2025 and has held it in 3 quarters since. 2,350 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Strive Financial Group held 556 shares of Southern Company worth $53.2K as of Q2 2026.
  • Strive Financial Group bought 5 Southern Company shares in Q2 2026, an estimated $471.
  • Southern Company made up 0.02% of Strive Financial Group's portfolio in Q2 2026, its #266 holding.
  • Strive Financial Group first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • 2,350 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.