Peak Planning Group, LLC’s Southern Co Position
Does Peak Planning Group, LLC own Southern Co (SO)? Not currently — the last reported position was 14.3K shares worth $774,595 in Q1 2026; the fund’s latest 13F (Q2 2026) no longer reports it.
Position Value
$774,595
Q1 2026
Shares
14.3K
% of Portfolio
+1.08%
Quarters Held
1
position exited
Position History SO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 14.3K | $774,595 | +1.08% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peak Planning Group, LLC’s full portfolio or all institutional holders of SO.