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Rakuten Securities’s Southern Company SO Stock Holding History

Rakuten Securities’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 		$7.66K Sell
80
-1
-1% -$94 ﹤0.01% 500
2026
Q1 		$7.82K Sell
81
-39
-33% -$3.61K ﹤0.01% 461
2025
Q4 		$10.5K Buy
120
+52
+76% +$4.75K ﹤0.01% 425
2025
Q3 		$6.44K Hold
68
– – ﹤0.01% 473
2025
Q2 		$6.24K Sell
68
-2
-3% -$180 ﹤0.01% 473
2025
Q1 		$6.44K Sell
70
-42
-38% -$3.64K ﹤0.01% 455
2024
Q4 		$9.22K Buy
112
+108
+2,700% +$9.47K ﹤0.01% 403
2024
Q3 		$361 Sell
4
-1
-20% -$85 ﹤0.01% 652
2024
Q2 		$388 Sell
5
-10
-67% -$758 ﹤0.01% 618
2024
Q1 		$1.08K Buy
15
+9
+150% +$621 ﹤0.01% 559
2023
Q4 		$421 Buy
+6
New +$412 ﹤0.01% 527

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 $3.37T AUM 44.26% 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 Securities's SO Position: Q2 2026 in Review

Rakuten Securities reduced its Southern Company (SO) stake by 1.2% in Q2 2026, selling an estimated $94 and leaving 80 shares worth $7.66K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Rakuten Securities first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.5K in Q4 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Rakuten Securities held 80 shares of Southern Company worth $7.66K as of Q2 2026.
  • Rakuten Securities sold 1 Southern Company share in Q2 2026, an estimated $94.
  • Southern Company made up ﹤0.01% of Rakuten Securities's portfolio in Q2 2026, its #500 holding.
  • Rakuten Securities first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • Rakuten Securities's Southern Company position peaked at $10.5K in Q4 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Rakuten Securities's 13F filing for Q2 2026, filed 12 Aug 2026.