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
2022 Q1	–	Sell	-4,200	Closed	-$288K	–	1337
2021 Q4	$288K	Buy	+4,200	New	+$268K	0.01%	506
2020 Q1	–	Sell	-40	Closed	-$255K	–	457
2019 Q4	$255K	Buy	+40	New	+$2.48K	0.02%	372
2014 Q1	–	Sell	-21	Closed	-$2K	–	556
2013 Q4	$2K	Buy	21 +1	+5%	+$41	﹤0.01%	435
2013 Q3	$4K	Hold	20	–	–	﹤0.01%	314
2013 Q2	$3K	Buy	+20	New	+$920	﹤0.01%	453

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

Summit Securities Group's SO Position: Q2 2026 in Review

Summit Securities Group increased its Southern Company (SO) stake by 44% in Q2 2026, buying an estimated $7.53K and bringing the position to 261 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Summit Securities Group first reported a position in SO in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.13M in Q4 2019. 2,360 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Summit Securities Group held 261 shares of Southern Company worth $25K as of Q2 2026.
Summit Securities Group bought 80 Southern Company shares in Q2 2026, an estimated $7.53K.
Southern Company made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #680 holding.
Summit Securities Group first reported a position in Southern Company in Q2 2013 and has held it in 21 quarters since.
Summit Securities Group's Southern Company position peaked at $1.13M in Q4 2019.
2,360 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.