SSG
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Summit Securities Group’s Southern Company SO Stock Holding History

Summit Securities 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 		$17.5K Sell
181
-3,153
-95% -$292K ﹤0.01% 542
2025
Q4 		$291K Buy
3,334
+1,438
+76% +$131K 0.04% 264
2025
Q3 		$180K Buy
1,896
+1,156
+156% +$108K 0.04% 283
2025
Q2 		$68K Buy
+740
New +$66.5K 0.01% 434
2023
Q3 		– Sell
-1,424
Closed -$100K – 976
2023
Q2 		$100K Sell
1,424
-726
-34% -$52.1K 0.01% 292
2023
Q1 		$150K Buy
2,150
+1,049
+95% +$70.6K 0.01% 246
2022
Q4 		$79K Sell
1,101
-5,768
-84% -$386K ﹤0.01% 643
2022
Q3 		$467K Buy
6,869
+2,946
+75% +$223K 0.03% 263
2022
Q2 		$280K Buy
3,923
+1,189
+43% +$87.3K 0.03% 261
2022
Q1 		$198K Sell
2,734
-4,377
-62% -$296K 0.02% 380
2021
Q4 		$488K Buy
+7,111
New +$453K 0.02% 375
2020
Q1 		– Sell
-17,700
Closed -$1.13M – 456
2019
Q4 		$1.13M Buy
+17,700
New +$1.1M 0.09% 195
2015
Q3 		– Sell
-300
Closed -$13K – 506
2015
Q2 		$13K Buy
+300
New +$13.1K 0.01% 356
2015
Q1 		– Sell
-100
Closed -$5K – 607
2014
Q4 		$5K Sell
100
-2,700
-96% -$128K ﹤0.01% 504
2014
Q3 		$122K Buy
2,800
+1,300
+87% +$57.1K 0.04% 275
2014
Q2 		$68K Buy
1,500
+1,200
+400% +$53.1K 0.02% 274
2014
Q1 		$13K Sell
300
-1,800
-86% -$75.4K 0.01% 252
2013
Q4 		$86K Buy
2,100
+100
+5% +$4.13K 0.02% 240
2013
Q3 		$82K Hold
2,000
– – 0.03% 167
2013
Q2 		$88K Buy
+2,000
New +$92K 0.04% 141

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Summit Securities Group's SO Position: Q1 2026 in Review

Summit Securities Group reduced its Southern Company (SO) stake by 95% in Q1 2026, selling an estimated $292K and leaving 181 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Summit Securities Group first reported a position in SO in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.13M in Q4 2019. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Summit Securities Group held 181 shares of Southern Company worth $17.5K as of Q1 2026.
  • Summit Securities Group sold 3,153 Southern Company shares in Q1 2026, an estimated $292K.
  • Southern Company made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #542 holding.
  • Summit Securities Group first reported a position in Southern Company in Q2 2013 and has held it in 20 quarters since.
  • Summit Securities Group's Southern Company position peaked at $1.13M in Q4 2019.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.