Edmond de Rothschild Holding’s Southern Company SO Stock Holding History

Edmond de Rothschild Holding’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	$7.64M	Buy	79,866 +1,325	+2%	+$125K	0.1%	153
2026 Q1	$7.58M	Buy	78,541 +2,741	+4%	+$254K	0.11%	147
2025 Q4	$6.61M	Buy	75,800 +12,929	+21%	+$1.18M	0.09%	155
2025 Q3	$5.96M	Buy	+62,871	New	+$5.87M	0.09%	169
2021 Q1	–	Sell	-1,400	Closed	-$86K	–	747
2020 Q4	$86K	Buy	+1,400	New	+$84.2K	﹤0.01%	521
2018 Q3	–	Sell	-2,147	Closed	-$99K	–	769
2018 Q2	$99K	Buy	+2,147	New	+$96.1K	﹤0.01%	548

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Edmond de Rothschild Holding's SO Position: Q2 2026 in Review

Edmond de Rothschild Holding increased its Southern Company (SO) stake by 1.7% in Q2 2026, buying an estimated $125K and bringing the position to 79,866 shares worth $7.64M. The position accounts for 0.1% of the portfolio, ranked #153.

Edmond de Rothschild Holding first reported a position in SO in Q2 2018 and has held it in 6 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Edmond de Rothschild Holding held 79,866 shares of Southern Company worth $7.64M as of Q2 2026.
Edmond de Rothschild Holding bought 1,325 Southern Company shares in Q2 2026, an estimated $125K.
Southern Company made up 0.1% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #153 holding.
Edmond de Rothschild Holding first reported a position in Southern Company in Q2 2018 and has held it in 6 quarters since.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.