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Zhang Financial’s Southern Company SO Stock Holding History

Zhang 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 		$321K Buy
3,350
+200
+6% +$18.8K 0.01% 323
2026
Q1 		$304K Sell
3,150
-43
-1% -$3.98K 0.01% 305
2025
Q4 		$278K Hold
3,193
– – 0.01% 287
2025
Q3 		$303K Sell
3,193
-2
-0.1% -$187 0.01% 264
2025
Q2 		$293K Hold
3,195
– – 0.01% 247
2025
Q1 		$294K Sell
3,195
-281
-8% -$24.3K 0.02% 249
2024
Q4 		$286K Sell
3,476
-599
-15% -$52.6K 0.02% 241
2024
Q3 		$368K Sell
4,075
-873
-18% -$74.6K 0.02% 218
2024
Q2 		$384K Sell
4,948
-43
-0.9% -$3.26K 0.03% 207
2024
Q1 		$358K Buy
4,991
+50
+1% +$3.45K 0.03% 212
2023
Q4 		$346K Sell
4,941
-405
-8% -$27.8K 0.03% 209
2023
Q3 		$346K Hold
5,346
– – 0.04% 193
2023
Q2 		$376K Buy
5,346
+9
+0.2% +$645 0.04% 185
2023
Q1 		$371K Sell
5,337
-43
-0.8% -$2.9K 0.04% 175
2022
Q4 		$384K Sell
5,380
-233
-4% -$15.6K 0.05% 166
2022
Q3 		$382K Buy
5,613
+1,490
+36% +$113K 0.06% 153
2022
Q2 		$294K Buy
4,123
+740
+22% +$54.3K 0.05% 181
2022
Q1 		$245K Buy
+3,383
New +$229K 0.04% 193

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

Zhang Financial's SO Position: Q2 2026 in Review

Zhang Financial increased its Southern Company (SO) stake by 6.3% in Q2 2026, buying an estimated $18.8K and bringing the position to 3,350 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #323.

Zhang Financial first reported a position in SO in Q1 2022 and has held it in 18 quarters since. The position peaked at $384K in Q4 2022. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Zhang Financial held 3,350 shares of Southern Company worth $321K as of Q2 2026.
  • Zhang Financial bought 200 Southern Company shares in Q2 2026, an estimated $18.8K.
  • Southern Company made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #323 holding.
  • Zhang Financial first reported a position in Southern Company in Q1 2022 and has held it in 18 quarters since.
  • Zhang Financial's Southern Company position peaked at $384K in Q4 2022.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.