Neville Rodie & Shaw’s Southern Company SO Stock Holding History

Neville Rodie & Shaw’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 Q1	–	Sell	-3,245	Closed	-$283K	–	249
2025 Q4	$283K	Hold	3,245	–	–	0.02%	211
2025 Q3	$307K	Hold	3,245	–	–	0.02%	202
2025 Q2	$298K	Hold	3,245	–	–	0.02%	208
2025 Q1	$299K	Buy	3,245 +595	+22%	+$51.5K	0.02%	212
2024 Q4	$218K	Buy	+2,650	New	+$232K	0.02%	244
2016 Q3	–	Sell	-26,750	Closed	-$1.44M	–	267
2016 Q2	$1.44M	Hold	26,750	–	–	0.17%	103
2016 Q1	$1.38M	Hold	26,750	–	–	0.17%	107
2015 Q4	$1.25M	Hold	26,750	–	–	0.15%	112
2015 Q3	$1.2M	Hold	26,750	–	–	0.15%	120
2015 Q2	$1.12M	Hold	26,750	–	–	0.12%	129
2015 Q1	$1.19M	Hold	26,750	–	–	0.12%	134
2014 Q4	$1.31M	Hold	26,750	–	–	0.13%	127
2014 Q3	$1.17M	Hold	26,750	–	–	0.12%	128
2014 Q2	$1.21M	Buy	+26,750	New	+$1.18M	0.12%	122

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Neville Rodie & Shaw's SO Position: Q1 2026 in Review

Neville Rodie & Shaw sold out of Southern Company (SO) in Q1 2026, closing a stake of 3,245 shares — an estimated $283K sold.

Neville Rodie & Shaw first reported a position in SO in Q2 2014 and held it in 14 quarters. The position peaked at $1.44M in Q2 2016. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Neville Rodie & Shaw reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
Neville Rodie & Shaw sold 3,245 Southern Company shares in Q1 2026, an estimated $283K.
Neville Rodie & Shaw first reported a position in Southern Company in Q2 2014 and held it in 14 quarters.
Neville Rodie & Shaw's Southern Company position peaked at $1.44M in Q2 2016.
2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Neville Rodie & Shaw's 13F filing for Q1 2026, filed 1 Apr 2026.