MRP Capital Investments’s Southern Company SO Stock Holding History

MRP Capital Investments’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	$144K	Hold	1,500	–	–	0.11%	97
2026 Q1	$145K	Sell	1,500 -500	-25%	-$46.3K	0.13%	84
2025 Q4	$174K	Sell	2,000 -1,000	-33%	-$91.3K	0.15%	93
2025 Q3	$275K	Hold	3,000	–	–	0.24%	80
2025 Q2	$275K	Hold	3,000	–	–	0.19%	75
2025 Q1	$276K	Buy	+3,000	New	+$260K	0.26%	79
2023 Q2	–	Sell	-400	Closed	-$29.9K	–	246
2023 Q1	$29.9K	Buy	+400	New	+$26.9K	0.03%	159

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 $3.37T AUM 44.26% 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

MRP Capital Investments's SO Position: Q2 2026 in Review

MRP Capital Investments held its Southern Company (SO) position steady in Q2 2026 at 1,500 shares worth $144K. The position accounts for 0.11% of the portfolio, ranked #97.

MRP Capital Investments first reported a position in SO in Q1 2023 and has held it in 7 quarters since. The position peaked at $276K in Q1 2025. 2,364 funds tracked by Wall St. Rank hold SO as of Q2 2026.

MRP Capital Investments held 1,500 shares of Southern Company worth $144K as of Q2 2026.
MRP Capital Investments left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.11% of MRP Capital Investments's portfolio in Q2 2026, its #97 holding.
MRP Capital Investments first reported a position in Southern Company in Q1 2023 and has held it in 7 quarters since.
MRP Capital Investments's Southern Company position peaked at $276K in Q1 2025.
2,364 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on MRP Capital Investments's 13F filing for Q2 2026, filed 10 Aug 2026.