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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
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 $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

Rather & Kittrell's SO Position: Q1 2026 in Review

Rather & Kittrell increased its Southern Company (SO) stake by 1.1% in Q1 2026, buying an estimated $7.4K and bringing the position to 7,321 shares worth $707K. The position accounts for 0.11% of the portfolio, ranked #66.

Rather & Kittrell first reported a position in SO in Q3 2025 and has held it in 3 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Rather & Kittrell held 7,321 shares of Southern Company worth $707K as of Q1 2026.
  • Rather & Kittrell bought 80 Southern Company shares in Q1 2026, an estimated $7.4K.
  • Southern Company made up 0.11% of Rather & Kittrell's portfolio in Q1 2026, its #66 holding.
  • Rather & Kittrell first reported a position in Southern Company in Q3 2025 and has held it in 3 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Rather & Kittrell's 13F filing for Q1 2026, filed 12 May 2026.