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Ranch Capital Advisors’s Southern Company SO Stock Holding History

Ranch Capital 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
Q1 		$2.91M Buy
30,143
+1,884
+7% +$174K 1.05% 34
2025
Q4 		$2.46M Buy
28,259
+1,668
+6% +$152K 0.91% 35
2025
Q3 		$2.52M Buy
26,591
+1,459
+6% +$136K 0.98% 33
2025
Q2 		$2.31M Buy
25,132
+1,777
+8% +$160K 1% 32
2025
Q1 		$2.15M Buy
23,355
+1,996
+9% +$173K 1.02% 32
2024
Q4 		$1.76M Buy
21,359
+1,057
+5% +$92.7K 0.83% 41
2024
Q3 		$1.83M Buy
20,302
+2,195
+12% +$187K 0.86% 34
2024
Q2 		$1.4M Buy
18,107
+145
+0.8% +$11K 0.73% 40
2024
Q1 		$1.29M Buy
17,962
+362
+2% +$25K 0.7% 46
2023
Q4 		$1.23M Buy
17,600
+626
+4% +$43K 0.77% 41
2023
Q3 		$1.1M Buy
16,974
+448
+3% +$31.1K 0.77% 39
2023
Q2 		$1.16M Sell
16,526
-153
-0.9% -$11K 0.82% 36
2023
Q1 		$1.16M Buy
16,679
+673
+4% +$45.3K 0.85% 36
2022
Q4 		$1.14M Buy
16,006
+248
+2% +$16.6K 0.89% 33
2022
Q3 		$1.07M Buy
15,758
+162
+1% +$12.3K 0.88% 37
2022
Q2 		$1.11M Buy
15,596
+1,230
+9% +$90.3K 0.85% 37
2022
Q1 		$1.04M Buy
14,366
+760
+6% +$51.5K 0.69% 44
2021
Q4 		$933K Buy
13,606
+90
+0.7% +$5.74K 0.61% 49
2021
Q3 		$838K Buy
13,516
+868
+7% +$55.9K 0.52% 57
2021
Q2 		$765K Buy
12,648
+12,554
+13,355% +$803K 0.46% 66
2021
Q1 		$5K Hold
94
– – ﹤0.01% 743
2020
Q4 		$5K Hold
94
– – ﹤0.01% 728
2020
Q3 		$5K Sell
94
-16
-15% -$855 ﹤0.01% 719
2020
Q2 		$6K Buy
110
+16
+17% +$889 ﹤0.01% 736
2020
Q1 		$5K Hold
94
– – ﹤0.01% 718
2019
Q4 		$6K Sell
94
-8,081
-99% -$501K ﹤0.01% 764
2019
Q3 		$505K Buy
+8,175
New +$474K 0.54% 59

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

Ranch Capital Advisors's SO Position: Q1 2026 in Review

Ranch Capital Advisors increased its Southern Company (SO) stake by 6.7% in Q1 2026, buying an estimated $174K and bringing the position to 30,143 shares worth $2.91M. The position accounts for 1.05% of the portfolio, ranked #34.

Ranch Capital Advisors first reported a position in SO in Q3 2019 and has held it in 27 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Ranch Capital Advisors held 30,143 shares of Southern Company worth $2.91M as of Q1 2026.
  • Ranch Capital Advisors bought 1,884 Southern Company shares in Q1 2026, an estimated $174K.
  • Southern Company made up 1.05% of Ranch Capital Advisors's portfolio in Q1 2026, its #34 holding.
  • Ranch Capital Advisors first reported a position in Southern Company in Q3 2019 and has held it in 27 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Ranch Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.