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Valued Retirements’s Southern Company SO Stock Holding History

Valued Retirements’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 		$479K Sell
5,002
-429
-8% -$40.4K 0.43% 51
2026
Q1 		$524K Buy
5,431
+70
+1% +$6.47K 0.51% 46
2025
Q4 		$468K Buy
5,361
+75
+1% +$6.85K 0.46% 52
2025
Q3 		$485K Hold
5,286
– – 0.55% 49
2025
Q2 		$485K Buy
5,286
+410
+8% +$36.8K 0.55% 49
2025
Q1 		$448K Sell
4,876
-89
-2% -$7.7K 0.59% 44
2024
Q4 		$409K Buy
4,965
+12
+0.2% +$1.05K 0.55% 51
2024
Q3 		$447K Buy
4,953
+784
+19% +$67K 0.62% 42
2024
Q2 		$323K Sell
4,169
-2,036
-33% -$154K 0.49% 50
2024
Q1 		$445K Buy
6,205
+13
+0.2% +$897 0.71% 33
2023
Q4 		$434K Buy
+6,192
New +$425K 0.75% 31

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

Valued Retirements's SO Position: Q2 2026 in Review

Valued Retirements reduced its Southern Company (SO) stake by 7.9% in Q2 2026, selling an estimated $40.4K and leaving 5,002 shares worth $479K. The position accounts for 0.43% of the portfolio, ranked #51.

Valued Retirements first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $524K in Q1 2026. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Valued Retirements held 5,002 shares of Southern Company worth $479K as of Q2 2026.
  • Valued Retirements sold 429 Southern Company shares in Q2 2026, an estimated $40.4K.
  • Southern Company made up 0.43% of Valued Retirements's portfolio in Q2 2026, its #51 holding.
  • Valued Retirements first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • Valued Retirements's Southern Company position peaked at $524K in Q1 2026.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Valued Retirements's 13F filing for Q2 2026, filed 13 Aug 2026.