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Rappaport Reiches Capital Management’s Southern Company SO Stock Holding History

Rappaport Reiches 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
2025
Q1 		$282K Buy
3,068
+221
+8% +$19.1K 0.07% 94
2024
Q4 		$234K Buy
2,847
+3
+0.1% +$263 0.06% 93
2024
Q3 		$256K Buy
+2,844
New +$243K 0.07% 90
2024
Q1 		– Sell
-4,017
Closed -$282K – 104
2023
Q4 		$282K Buy
+4,017
New +$276K 0.1% 65

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Rappaport Reiches Capital Management's SO Position: Q1 2025 in Review

Rappaport Reiches Capital Management increased its Southern Company (SO) stake by 7.8% in Q1 2025, buying an estimated $19.1K and bringing the position to 3,068 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #94.

Rappaport Reiches Capital Management first reported a position in SO in Q4 2023 and has held it in 4 quarters since. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Rappaport Reiches Capital Management held 3,068 shares of Southern Company worth $282K as of Q1 2025.
  • Rappaport Reiches Capital Management bought 221 Southern Company shares in Q1 2025, an estimated $19.1K.
  • Southern Company made up 0.07% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #94 holding.
  • Rappaport Reiches Capital Management first reported a position in Southern Company in Q4 2023 and has held it in 4 quarters since.
  • 2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.