Frank Rimerman Advisors’s Southern Company SO Stock Holding History

Frank Rimerman Advisors’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 Q3	$2.16M	Sell	26,107 -232	-0.9%	-$21.1K	0.12%	131
2026 Q2	$2.52M	Buy	26,339 +136	+0.5%	+$12.8K	0.14%	118
2026 Q1	$2.53M	Sell	26,203 -2,965	-10%	-$274K	0.17%	102
2025 Q4	$2.54M	Buy	29,168 +8,421	+41%	+$769K	0.16%	104
2025 Q3	$1.97M	Buy	20,747 +710	+4%	+$66.3K	0.13%	127
2025 Q2	$1.84M	Buy	20,037 +1,652	+9%	+$148K	0.12%	127
2025 Q1	$1.69M	Buy	18,385 +304	+2%	+$26.3K	0.13%	124
2024 Q4	$1.49M	Buy	18,081 +4	+0%	+$351	0.11%	137
2024 Q3	$1.63M	Buy	18,077 +6	+0%	+$513	0.12%	140
2024 Q2	$1.4M	Buy	18,071 +18,014	+31,604%	+$1.37M	0.1%	160
2024 Q1	$4.09K	Hold	57	–	–	﹤0.01%	218
2023 Q4	$4K	Buy	+57	New	+$3.91K	﹤0.01%	210

Other funds holding SO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Frank Rimerman Advisors's SO Position: Q3 2026 in Review

Frank Rimerman Advisors reduced its Southern Company (SO) stake by 0.88% in Q3 2026, selling an estimated $21.1K and leaving 26,107 shares worth $2.16M. The position accounts for 0.12% of the portfolio, ranked #131.

Frank Rimerman Advisors first reported a position in SO in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.54M in Q4 2025. 1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Frank Rimerman Advisors held 26,107 shares of Southern Company worth $2.16M as of Q3 2026.
Frank Rimerman Advisors sold 232 Southern Company shares in Q3 2026, an estimated $21.1K.
Southern Company made up 0.12% of Frank Rimerman Advisors's portfolio in Q3 2026, its #131 holding.
Frank Rimerman Advisors first reported a position in Southern Company in Q4 2023 and has held it in 12 quarters since.
Frank Rimerman Advisors's Southern Company position peaked at $2.54M in Q4 2025.
1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.