Planning Strategies Inc.’s Southern Company SO Stock Holding History

Planning Strategies Inc.’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	$62.6K	Buy	+654	New	+$61.6K	0.04%	141

Other funds holding SO

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Planning Strategies Inc.'s SO Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Southern Company (SO) in Q2 2026: 654 shares worth $62.6K. The stake represents 0.04% of the portfolio and ranks #141 among its holdings.

933 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Planning Strategies Inc. held 654 shares of Southern Company worth $62.6K as of Q2 2026.
Southern Company was a new Planning Strategies Inc. position in Q2 2026.
Southern Company made up 0.04% of Planning Strategies Inc.'s portfolio in Q2 2026, its #141 holding.
933 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.