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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Raymond James Financial's SO Position: Q1 2026 in Review

Raymond James Financial increased its Southern Company (SO) stake by 1.9% in Q1 2026, buying an estimated $5.3M and bringing the position to 3,152,402 shares worth $304M. The position accounts for 0.09% of the portfolio, ranked #195.

Raymond James Financial first reported a position in SO in Q4 2024 and has held it in 6 quarters since. The position peaked at $315M in Q4 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Raymond James Financial held 3,152,402 shares of Southern Company worth $304M as of Q1 2026.
Raymond James Financial bought 57,320 Southern Company shares in Q1 2026, an estimated $5.3M.
Southern Company made up 0.09% of Raymond James Financial's portfolio in Q1 2026, its #195 holding.
Raymond James Financial first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Southern Company position peaked at $315M in Q4 2024.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.