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 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 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

Rahlfs Capital's SO Position: Q1 2026 in Review

Rahlfs Capital held its Southern Company (SO) position steady in Q1 2026 at 27,895 shares worth $2.69M. The position accounts for 1.98% of the portfolio, ranked #10.

Rahlfs Capital first reported a position in SO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.72M in Q1 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Rahlfs Capital held 27,895 shares of Southern Company worth $2.69M as of Q1 2026.
Rahlfs Capital left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 1.98% of Rahlfs Capital's portfolio in Q1 2026, its #10 holding.
Rahlfs Capital first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
Rahlfs Capital's Southern Company position peaked at $2.72M in Q1 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Rahlfs Capital's 13F filing for Q1 2026, filed 11 May 2026.