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Rachor Investment Advisory Services’s Southern Company SO Stock Holding History

Rachor Investment Advisory Services’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 		$2.92K Hold
30
– – ﹤0.01% 147
2026
Q1 		$2.92K Buy
+30
New +$2.77K ﹤0.01% 213

Other funds holding SO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Rachor Investment Advisory Services's SO Position: Q2 2026 in Review

Rachor Investment Advisory Services held its Southern Company (SO) position steady in Q2 2026 at 30 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #147.

Rachor Investment Advisory Services first reported a position in SO in Q1 2026 and has held it in 2 quarters since. 1,442 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Rachor Investment Advisory Services held 30 shares of Southern Company worth $2.92K as of Q2 2026.
  • Rachor Investment Advisory Services left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up ﹤0.01% of Rachor Investment Advisory Services's portfolio in Q2 2026, its #147 holding.
  • Rachor Investment Advisory Services first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
  • 1,442 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.