Rakuten Investment Management
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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
Q2 		$17.8M Buy
184,383
+20,968
+13% +$1.97M 0.05% 116
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 $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 $3.38T AUM 44.17% 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

Rakuten Investment Management's SO Position: Q2 2026 in Review

Rakuten Investment Management increased its Southern Company (SO) stake by 13% in Q2 2026, buying an estimated $1.97M and bringing the position to 184,383 shares worth $17.8M. The position accounts for 0.05% of the portfolio, ranked #116.

Rakuten Investment Management first reported a position in SO in Q1 2025 and has held it in 5 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Rakuten Investment Management held 184,383 shares of Southern Company worth $17.8M as of Q2 2026.
  • Rakuten Investment Management bought 20,968 Southern Company shares in Q2 2026, an estimated $1.97M.
  • Southern Company made up 0.05% of Rakuten Investment Management's portfolio in Q2 2026, its #116 holding.
  • Rakuten Investment Management first reported a position in Southern Company in Q1 2025 and has held it in 5 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.