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Symphony Financial’s Southern Company SO Stock Holding History

Symphony Financial’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 		$1.35M Buy
13,946
+1,596
+13% +$150K 0.15% 111
2026
Q1 		$1.18M Buy
12,350
+1,104
+10% +$102K 0.16% 104
2025
Q4 		$985K Sell
11,246
-7,222
-39% -$659K 0.13% 108
2025
Q3 		$1.75M Sell
18,468
-380
-2% -$35.5K 0.21% 94
2025
Q2 		$1.69M Buy
18,848
+10,456
+125% +$939K 0.22% 92
2025
Q1 		$755K Sell
8,392
-7,369
-47% -$638K 0.45% 45
2024
Q4 		$1.32M Sell
15,761
-4,306
-21% -$378K 0.21% 88
2024
Q3 		$1.81M Buy
20,067
+741
+4% +$63.3K 0.3% 71
2024
Q2 		$1.5M Buy
19,326
+7,079
+58% +$536K 0.27% 75
2024
Q1 		$879K Sell
12,247
-5,056
-29% -$349K 0.2% 92
2023
Q4 		$1.22M Buy
17,303
+4,254
+33% +$292K 0.26% 78
2023
Q3 		$819K Buy
13,049
+227
+2% +$15.8K 0.2% 87
2023
Q2 		$887K Buy
12,822
+3,059
+31% +$219K 0.22% 89
2023
Q1 		$674K Sell
9,763
-620
-6% -$41.7K 0.17% 103
2022
Q4 		$753K Sell
10,383
-1,138
-10% -$76.1K 0.2% 100
2022
Q3 		$799K Sell
11,521
-424
-4% -$32.1K 0.26% 87
2022
Q2 		$844K Buy
11,945
+345
+3% +$25.3K 0.25% 84
2022
Q1 		$879K Buy
11,600
+2,875
+33% +$195K 0.21% 94
2021
Q4 		$595K Buy
8,725
+419
+5% +$26.7K 0.17% 108
2021
Q3 		$520K Sell
8,306
-253
-3% -$16.3K 0.18% 94
2021
Q2 		$516K Sell
8,559
-2,546
-23% -$163K 0.18% 95
2021
Q1 		$701K Buy
11,105
+2,413
+28% +$144K 0.19% 84
2020
Q4 		$516K Sell
8,692
-93
-1% -$5.59K 0.19% 93
2020
Q3 		$476K Buy
8,785
+282
+3% +$15.1K 0.19% 82
2020
Q2 		$441K Buy
8,503
+1,545
+22% +$85.9K 0.21% 89
2020
Q1 		$404K Buy
+6,958
New +$441K 0.28% 57

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

Symphony Financial's SO Position: Q2 2026 in Review

Symphony Financial increased its Southern Company (SO) stake by 13% in Q2 2026, buying an estimated $150K and bringing the position to 13,946 shares worth $1.35M. The position accounts for 0.15% of the portfolio, ranked #111.

Symphony Financial first reported a position in SO in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.81M in Q3 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Symphony Financial held 13,946 shares of Southern Company worth $1.35M as of Q2 2026.
  • Symphony Financial bought 1,596 Southern Company shares in Q2 2026, an estimated $150K.
  • Southern Company made up 0.15% of Symphony Financial's portfolio in Q2 2026, its #111 holding.
  • Symphony Financial first reported a position in Southern Company in Q1 2020 and has held it in 26 quarters since.
  • Symphony Financial's Southern Company position peaked at $1.81M in Q3 2024.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.