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Curi RMB Capital’s Southern Company SO Stock Holding History

Curi RMB Capital’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 		$704K Buy
7,353
+392
+6% +$36.9K 0.01% 522
2026
Q1 		$672K Buy
6,961
+712
+11% +$65.9K 0.01% 531
2025
Q4 		$545K Buy
6,249
+1,280
+26% +$117K 0.01% 582
2025
Q3 		$471K Buy
4,969
+1,693
+52% +$158K 0.01% 524
2025
Q2 		$301K Buy
3,276
+911
+39% +$81.8K 0.01% 584
2025
Q1 		$217K Buy
+2,365
New +$205K 0.01% 463
2024
Q4 		– Sell
-2,401
Closed -$217K – 554
2024
Q3 		$217K Buy
+2,401
New +$205K ﹤0.01% 522

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

Curi RMB Capital's SO Position: Q2 2026 in Review

Curi RMB Capital increased its Southern Company (SO) stake by 5.6% in Q2 2026, buying an estimated $36.9K and bringing the position to 7,353 shares worth $704K. The position accounts for 0.01% of the portfolio, ranked #522.

Curi RMB Capital first reported a position in SO in Q3 2024 and has held it in 7 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Curi RMB Capital held 7,353 shares of Southern Company worth $704K as of Q2 2026.
  • Curi RMB Capital bought 392 Southern Company shares in Q2 2026, an estimated $36.9K.
  • Southern Company made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #522 holding.
  • Curi RMB Capital first reported a position in Southern Company in Q3 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 Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.