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Summit Financial Strategies’s Southern Company SO Stock Holding History

Summit Financial Strategies’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 		$211K Hold
2,200
– – 0.01% 154
2026
Q1 		$212K Buy
+2,200
New +$204K 0.02% 153
2025
Q4 		– Sell
-2,200
Closed -$208K – 170
2025
Q3 		$208K Hold
2,200
– – 0.02% 145
2025
Q2 		$202K Hold
2,200
– – 0.02% 145
2025
Q1 		$202K Buy
+2,200
New +$190K 0.02% 140

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

Summit Financial Strategies's SO Position: Q2 2026 in Review

Summit Financial Strategies held its Southern Company (SO) position steady in Q2 2026 at 2,200 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #154.

Summit Financial Strategies first reported a position in SO in Q1 2025 and has held it in 5 quarters since. The position peaked at $212K in Q1 2026. 2,354 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Summit Financial Strategies held 2,200 shares of Southern Company worth $211K as of Q2 2026.
  • Summit Financial Strategies left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.01% of Summit Financial Strategies's portfolio in Q2 2026, its #154 holding.
  • Summit Financial Strategies first reported a position in Southern Company in Q1 2025 and has held it in 5 quarters since.
  • Summit Financial Strategies's Southern Company position peaked at $212K in Q1 2026.
  • 2,354 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.