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 Q3	$2.31M	Sell	27,865 -30	-0.1%	-$2.73K	1.54%	18
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Rahlfs Capital's SO Position: Q3 2026 in Review

Rahlfs Capital reduced its Southern Company (SO) stake by 0.11% in Q3 2026, selling an estimated $2.73K and leaving 27,865 shares worth $2.31M. The position accounts for 1.54% of the portfolio, ranked #18.

Rahlfs Capital first reported a position in SO in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.72M in Q1 2025. 979 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Rahlfs Capital held 27,865 shares of Southern Company worth $2.31M as of Q3 2026.
Rahlfs Capital sold 30 Southern Company shares in Q3 2026, an estimated $2.73K.
Southern Company made up 1.54% of Rahlfs Capital's portfolio in Q3 2026, its #18 holding.
Rahlfs Capital first reported a position in Southern Company in Q4 2024 and has held it in 8 quarters since.
Rahlfs Capital's Southern Company position peaked at $2.72M in Q1 2025.
979 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Rahlfs Capital's 13F filing for Q3 2026, filed 23 Oct 2026.