Regatta Research & Money Management’s Southern Company SO Stock Holding History

Regatta Research & Money Management’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	$334K	Buy	+3,493	New	+$329K	0.32%	66

Other funds holding SO

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Regatta Research & Money Management's SO Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Southern Company (SO) in Q2 2026: 3,493 shares worth $334K. The stake represents 0.32% of the portfolio and ranks #66 among its holdings.

1,922 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Regatta Research & Money Management held 3,493 shares of Southern Company worth $334K as of Q2 2026.
Southern Company was a new Regatta Research & Money Management position in Q2 2026.
Southern Company made up 0.32% of Regatta Research & Money Management's portfolio in Q2 2026, its #66 holding.
1,922 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.