Rainey & Randall Wealth Advisors’s Southern Company SO Stock Holding History

Rainey & Randall Wealth Advisors’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	$256K	Hold	2,675	–	–	0.04%	69
2026 Q1	$258K	Sell	2,675 -220	-8%	-$20.4K	0.04%	65
2025 Q4	$252K	Hold	2,895	–	–	0.04%	68
2025 Q3	$274K	Sell	2,895 -720	-20%	-$67.2K	0.05%	63
2025 Q2	$332K	Sell	3,615 -876	-20%	-$78.7K	0.06%	51
2025 Q1	$413K	Buy	+4,491	New	+$389K	0.08%	41
2024 Q4	–	Sell	-3,506	Closed	-$316K	–	54
2024 Q3	$316K	Hold	3,506	–	–	0.07%	41
2024 Q2	$272K	Hold	3,506	–	–	0.06%	42
2024 Q1	$252K	Buy	+3,506	New	+$242K	0.06%	46

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Rainey & Randall Wealth Advisors's SO Position: Q2 2026 in Review

Rainey & Randall Wealth Advisors held its Southern Company (SO) position steady in Q2 2026 at 2,675 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #69.

Rainey & Randall Wealth Advisors first reported a position in SO in Q1 2024 and has held it in 9 quarters since. The position peaked at $413K in Q1 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Rainey & Randall Wealth Advisors held 2,675 shares of Southern Company worth $256K as of Q2 2026.
Rainey & Randall Wealth Advisors left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.04% of Rainey & Randall Wealth Advisors's portfolio in Q2 2026, its #69 holding.
Rainey & Randall Wealth Advisors first reported a position in Southern Company in Q1 2024 and has held it in 9 quarters since.
Rainey & Randall Wealth Advisors's Southern Company position peaked at $413K in Q1 2025.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Rainey & Randall Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.