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Raleigh Capital Management’s Southern Company SO Stock Holding History

Raleigh Capital 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 		$1.13M Buy
11,786
+50
+0.4% +$4.71K 0.36% 77
2026
Q1 		$1.13M Buy
11,736
+166
+1% +$15.4K 0.39% 74
2025
Q4 		$1.01M Buy
11,570
+219
+2% +$20K 0.37% 76
2025
Q3 		$1.08M Sell
11,351
-3,101
-21% -$289K 0.41% 73
2025
Q2 		$1.33M Sell
14,452
-3,123
-18% -$280K 0.56% 59
2025
Q1 		$1.62M Sell
17,575
-5,298
-23% -$459K 0.73% 45
2024
Q4 		$1.88M Sell
22,873
-402
-2% -$35.3K 0.73% 35
2024
Q3 		$2.1M Sell
23,275
-10,068
-30% -$860K 0.81% 25
2024
Q2 		$2.59M Sell
33,343
-2,690
-7% -$204K 1.1% 17
2024
Q1 		$2.59M Sell
36,033
-3,801
-10% -$262K 1.12% 12
2023
Q4 		$2.79M Sell
39,834
-980
-2% -$67.3K 1.3% 13
2023
Q3 		$2.64M Buy
40,814
+1,121
+3% +$77.8K 1.35% 10
2023
Q2 		$2.79M Sell
39,693
-4,433
-10% -$318K 1.39% 10
2023
Q1 		$3.07M Buy
44,126
+4,302
+11% +$290K 1.52% 6
2022
Q4 		$2.84M Buy
39,824
+3,766
+10% +$252K 1.48% 12
2022
Q3 		$2.45M Buy
36,058
+6,107
+20% +$463K 1.43% 10
2022
Q2 		$2.14M Buy
29,951
+4,703
+19% +$345K 1.22% 16
2022
Q1 		$1.83M Buy
25,248
+25,127
+20,766% +$1.7M 0.99% 21
2021
Q4 		$8K Buy
+121
New +$7.71K 0.01% 205

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

Raleigh Capital Management's SO Position: Q2 2026 in Review

Raleigh Capital Management increased its Southern Company (SO) stake by 0.43% in Q2 2026, buying an estimated $4.71K and bringing the position to 11,786 shares worth $1.13M. The position accounts for 0.36% of the portfolio, ranked #77.

Raleigh Capital Management first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.07M in Q1 2023. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Raleigh Capital Management held 11,786 shares of Southern Company worth $1.13M as of Q2 2026.
  • Raleigh Capital Management bought 50 Southern Company shares in Q2 2026, an estimated $4.71K.
  • Southern Company made up 0.36% of Raleigh Capital Management's portfolio in Q2 2026, its #77 holding.
  • Raleigh Capital Management first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • Raleigh Capital Management's Southern Company position peaked at $3.07M in Q1 2023.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.