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Rather & Kittrell’s Southern Company SO Stock Holding History

Rather & Kittrell’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 		$652K Sell
6,816
-505
-7% -$47.5K 0.09% 69
2026
Q1 		$707K Buy
7,321
+80
+1% +$7.4K 0.11% 66
2025
Q4 		$631K Buy
7,241
+60
+0.8% +$5.48K 0.1% 67
2025
Q3 		$680K Buy
+7,181
New +$670K 0.12% 62

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 $3.38T AUM 44.17% 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

Rather & Kittrell's SO Position: Q2 2026 in Review

Rather & Kittrell reduced its Southern Company (SO) stake by 6.9% in Q2 2026, selling an estimated $47.5K and leaving 6,816 shares worth $652K. The position accounts for 0.09% of the portfolio, ranked #69.

Rather & Kittrell first reported a position in SO in Q3 2025 and has held it in 4 quarters since. The position peaked at $707K in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Rather & Kittrell held 6,816 shares of Southern Company worth $652K as of Q2 2026.
  • Rather & Kittrell sold 505 Southern Company shares in Q2 2026, an estimated $47.5K.
  • Southern Company made up 0.09% of Rather & Kittrell's portfolio in Q2 2026, its #69 holding.
  • Rather & Kittrell first reported a position in Southern Company in Q3 2025 and has held it in 4 quarters since.
  • Rather & Kittrell's Southern Company position peaked at $707K in Q1 2026.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.