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R.H. Investment Group’s Southern Company SO Stock Holding History

R.H. Investment Group’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 		$225K Hold
2,317
– – 0.17% 43
2025
Q4 		$202K Hold
2,317
– – 0.17% 32
2025
Q3 		$220K Sell
2,317
-150
-6% -$14K 0.19% 32
2025
Q2 		$227K Buy
2,467
+67
+3% +$6.02K 0.21% 31
2025
Q1 		$221K Buy
+2,400
New +$208K 0.21% 30

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

R.H. Investment Group's SO Position: Q1 2026 in Review

R.H. Investment Group held its Southern Company (SO) position steady in Q1 2026 at 2,317 shares worth $225K. The position accounts for 0.17% of the portfolio, ranked #43.

R.H. Investment Group first reported a position in SO in Q1 2025 and has held it in 5 quarters since. The position peaked at $227K in Q2 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • R.H. Investment Group held 2,317 shares of Southern Company worth $225K as of Q1 2026.
  • R.H. Investment Group left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.17% of R.H. Investment Group's portfolio in Q1 2026, its #43 holding.
  • R.H. Investment Group first reported a position in Southern Company in Q1 2025 and has held it in 5 quarters since.
  • R.H. Investment Group's Southern Company position peaked at $227K in Q2 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on R.H. Investment Group's 13F filing for Q1 2026, filed 14 Apr 2026.