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Rakuten Investment Management’s Southern Company SO Stock Holding History

Rakuten Investment Management’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 		$15.8M Buy
163,415
+18,610
+13% +$1.72M 0.03% 108
2025
Q4 		$12.7M Buy
144,805
+67,802
+88% +$6.19M 0.04% 129
2025
Q3 		$6.91M Buy
+77,003
New +$7.19M 0.02% 206
2025
Q1 		$9.13M Buy
+100,147
New +$8.67M 0.04% 119

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Rakuten Investment Management's SO Position: Q1 2026 in Review

Rakuten Investment Management increased its Southern Company (SO) stake by 13% in Q1 2026, buying an estimated $1.72M and bringing the position to 163,415 shares worth $15.8M. The position accounts for 0.03% of the portfolio, ranked #108.

Rakuten Investment Management first reported a position in SO in Q1 2025 and has held it in 4 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Rakuten Investment Management held 163,415 shares of Southern Company worth $15.8M as of Q1 2026.
  • Rakuten Investment Management bought 18,610 Southern Company shares in Q1 2026, an estimated $1.72M.
  • Southern Company made up 0.03% of Rakuten Investment Management's portfolio in Q1 2026, its #108 holding.
  • Rakuten Investment Management first reported a position in Southern Company in Q1 2025 and has held it in 4 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.