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Sunburst Financial Group’s Southern Company SO Stock Holding History

Sunburst Financial 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
Q2 		$948K Buy
9,909
+7
+0.1% +$659 0.15% 59
2026
Q1 		$956K Buy
9,902
+5
+0.1% +$463 0.18% 53
2025
Q4 		$863K Sell
9,897
-328
-3% -$29.9K 0.17% 53
2025
Q3 		$969K Buy
10,225
+3
+0% +$280 0.2% 48
2025
Q2 		$939K Sell
10,222
-17
-0.2% -$1.53K 0.21% 48
2025
Q1 		$941K Buy
10,239
+5
+0% +$433 0.23% 47
2024
Q4 		$842K Sell
10,234
-232
-2% -$20.4K 0.21% 50
2024
Q3 		$944K Buy
10,466
+2
+0% +$171 0.24% 50
2024
Q2 		$812K Sell
10,464
-156
-1% -$11.8K 0.22% 52
2024
Q1 		$755K Sell
10,620
-407
-4% -$28.1K 0.21% 56
2023
Q4 		$773K Buy
11,027
+464
+4% +$31.9K 0.24% 52
2023
Q3 		$684K Buy
10,563
+2
+0% +$139 0.24% 48
2023
Q2 		$742K Sell
10,561
-248
-2% -$17.8K 0.26% 48
2023
Q1 		$752K Sell
10,809
-23
-0.2% -$1.55K 0.28% 42
2022
Q4 		$773K Buy
10,832
+368
+4% +$24.6K 0.31% 42
2022
Q3 		$712K Buy
10,464
+668
+7% +$50.6K 0.34% 36
2022
Q2 		$699K Sell
9,796
-85
-0.9% -$6.24K 0.34% 35
2022
Q1 		$716K Sell
9,881
-302
-3% -$20.5K 0.35% 37
2021
Q4 		$698K Buy
10,183
+290
+3% +$18.5K 0.35% 35
2021
Q3 		$613K Sell
9,893
-51
-0.5% -$3.28K 0.38% 32
2021
Q2 		$602K Buy
9,944
+506
+5% +$32.4K 0.38% 31
2021
Q1 		$587K Buy
9,438
+498
+6% +$29.8K 0.41% 30
2020
Q4 		$549K Buy
8,940
+5
+0.1% +$301 0.41% 28
2020
Q3 		$484K Buy
8,935
+401
+5% +$21.4K 0.41% 29
2020
Q2 		$442K Buy
8,534
+696
+9% +$38.7K 0.4% 30
2020
Q1 		$424K Buy
7,838
+1,115
+17% +$70.6K 0.45% 28
2019
Q4 		$428K Buy
+6,723
New +$417K 0.37% 38

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

Sunburst Financial Group's SO Position: Q2 2026 in Review

Sunburst Financial Group increased its Southern Company (SO) stake by 0.07% in Q2 2026, buying an estimated $659 and bringing the position to 9,909 shares worth $948K. The position accounts for 0.15% of the portfolio, ranked #59.

Sunburst Financial Group first reported a position in SO in Q4 2019 and has held it in 27 quarters since. The position peaked at $969K in Q3 2025. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Sunburst Financial Group held 9,909 shares of Southern Company worth $948K as of Q2 2026.
  • Sunburst Financial Group bought 7 Southern Company shares in Q2 2026, an estimated $659.
  • Southern Company made up 0.15% of Sunburst Financial Group's portfolio in Q2 2026, its #59 holding.
  • Sunburst Financial Group first reported a position in Southern Company in Q4 2019 and has held it in 27 quarters since.
  • Sunburst Financial Group's Southern Company position peaked at $969K in Q3 2025.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.