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Rathbones Group’s Southern Company SO Stock Holding History

Rathbones Group’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 		$241K Buy
+2,515
New +$237K ﹤0.01% 582
2025
Q2 		– Sell
-2,210
Closed -$203K – 641
2025
Q1 		$203K Buy
+2,210
New +$191K ﹤0.01% 528

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

Rathbones Group's SO Position: Q2 2026 in Review

Rathbones Group opened a new position in Southern Company (SO) in Q2 2026: 2,515 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #582 among its holdings. This is a return to the name: Rathbones Group previously reported a position in SO as recently as Q1 2025.

Rathbones Group first reported a position in SO in Q1 2025 and has held it in 2 quarters since. 2,354 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Rathbones Group held 2,515 shares of Southern Company worth $241K as of Q2 2026.
  • Southern Company was a new Rathbones Group position in Q2 2026.
  • Southern Company made up ﹤0.01% of Rathbones Group's portfolio in Q2 2026, its #582 holding.
  • Rathbones Group first reported a position in Southern Company in Q1 2025 and has held it in 2 quarters since.
  • 2,354 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Rathbones Group's 13F filing for Q2 2026, filed 23 Jul 2026.