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Rahlfs Capital’s Southern Company SO Stock Holding History

Rahlfs Capital’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 		$2.67M Hold
27,895
– – 1.96% 11
2026
Q1 		$2.69M Hold
27,895
– – 1.98% 10
2025
Q4 		$2.43M Sell
27,895
-475
-2% -$43.4K 1.89% 12
2025
Q3 		$2.69M Hold
28,370
– – 2.13% 12
2025
Q2 		$2.61M Sell
28,370
-1,200
-4% -$108K 2.39% 10
2025
Q1 		$2.72M Sell
29,570
-725
-2% -$62.8K 2.72% 8
2024
Q4 		$2.49M Buy
+30,295
New +$2.66M 2.47% 9

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Rahlfs Capital's SO Position: Q2 2026 in Review

Rahlfs Capital held its Southern Company (SO) position steady in Q2 2026 at 27,895 shares worth $2.67M. The position accounts for 1.96% of the portfolio, ranked #11.

Rahlfs Capital first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.72M in Q1 2025. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Rahlfs Capital held 27,895 shares of Southern Company worth $2.67M as of Q2 2026.
  • Rahlfs Capital left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 1.96% of Rahlfs Capital's portfolio in Q2 2026, its #11 holding.
  • Rahlfs Capital first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Rahlfs Capital's Southern Company position peaked at $2.72M in Q1 2025.
  • 2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Rahlfs Capital's 13F filing for Q2 2026, filed 28 Jul 2026.