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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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.