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Turning Point Benefit Group’s Southern Company SO Stock Holding History

Turning Point Benefit 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 		$458K Buy
4,786
+810
+20% +$76.3K 0.2% 73
2026
Q1 		$385K Buy
3,976
+52
+1% +$4.81K 0.25% 67
2025
Q4 		$342K Buy
3,924
+652
+20% +$59.5K 0.18% 66
2025
Q3 		$310K Buy
3,272
+411
+14% +$38.4K 0.19% 72
2025
Q2 		$263K Buy
2,861
+47
+2% +$4.22K 0.2% 69
2025
Q1 		$245K Sell
2,814
-1,305
-32% -$113K 0.23% 62
2024
Q4 		$337K Buy
+4,119
New +$361K 0.32% 44

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

Turning Point Benefit Group's SO Position: Q2 2026 in Review

Turning Point Benefit Group increased its Southern Company (SO) stake by 20% in Q2 2026, buying an estimated $76.3K and bringing the position to 4,786 shares worth $458K. The position accounts for 0.2% of the portfolio, ranked #73.

Turning Point Benefit Group first reported a position in SO in Q4 2024 and has held it in 7 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Turning Point Benefit Group held 4,786 shares of Southern Company worth $458K as of Q2 2026.
  • Turning Point Benefit Group bought 810 Southern Company shares in Q2 2026, an estimated $76.3K.
  • Southern Company made up 0.2% of Turning Point Benefit Group's portfolio in Q2 2026, its #73 holding.
  • Turning Point Benefit Group first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.