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Summit Wealth Group (Colorado)’s Southern Company SO Stock Holding History

Summit Wealth Group (Colorado)’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 		$713K Buy
7,444
+496
+7% +$46.7K 0.06% 170
2026
Q1 		$671K Buy
6,948
+1,491
+27% +$138K 0.07% 145
2025
Q4 		$476K Buy
+5,457
New +$498K 0.06% 151
2025
Q3 		– Sell
-5,402
Closed -$496K – 611
2025
Q2 		$496K Buy
+5,402
New +$485K 0.12% 132

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 Wealth Group (Colorado)'s SO Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Southern Company (SO) stake by 7.1% in Q2 2026, buying an estimated $46.7K and bringing the position to 7,444 shares worth $713K. The position accounts for 0.06% of the portfolio, ranked #170.

Summit Wealth Group (Colorado) first reported a position in SO in Q2 2025 and has held it in 4 quarters since. 2,367 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Summit Wealth Group (Colorado) held 7,444 shares of Southern Company worth $713K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 496 Southern Company shares in Q2 2026, an estimated $46.7K.
  • Southern Company made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #170 holding.
  • Summit Wealth Group (Colorado) first reported a position in Southern Company in Q2 2025 and has held it in 4 quarters since.
  • 2,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.