Raymond James Financial
SO icon

Raymond James Financial’s Southern Company SO Stock Holding History

Raymond James Financial’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 		$316M Buy
3,306,209
+153,807
+5% +$14.5M 0.09% 200
2026
Q1 		$304M Buy
3,152,402
+57,320
+2% +$5.3M 0.09% 195
2025
Q4 		$270M Buy
3,095,082
+190,385
+7% +$17.4M 0.08% 209
2025
Q3 		$275M Buy
2,904,697
+54,641
+2% +$5.1M 0.09% 207
2025
Q2 		$262M Sell
2,850,056
-73,016
-2% -$6.56M 0.09% 205
2025
Q1 		$269M Sell
2,923,072
-906,988
-24% -$78.5M 0.1% 185
2024
Q4 		$315M Buy
+3,830,060
New +$336M 0.12% 152

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

Raymond James Financial's SO Position: Q2 2026 in Review

Raymond James Financial increased its Southern Company (SO) stake by 4.9% in Q2 2026, buying an estimated $14.5M and bringing the position to 3,306,209 shares worth $316M. The position accounts for 0.09% of the portfolio, ranked #200.

Raymond James Financial first reported a position in SO in Q4 2024 and has held it in 7 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Raymond James Financial held 3,306,209 shares of Southern Company worth $316M as of Q2 2026.
  • Raymond James Financial bought 153,807 Southern Company shares in Q2 2026, an estimated $14.5M.
  • Southern Company made up 0.09% of Raymond James Financial's portfolio in Q2 2026, its #200 holding.
  • Raymond James Financial first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.