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RB Capital Management’s Southern Company SO Stock Holding History

RB Capital Management’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 		$459K Sell
4,799
-57
-1% -$5.37K 0.09% 138
2026
Q1 		$469K Buy
4,856
+40
+0.8% +$3.7K 0.1% 130
2025
Q4 		$420K Sell
4,816
-52
-1% -$4.75K 0.08% 136
2025
Q3 		$461K Buy
4,868
+268
+6% +$25K 0.1% 130
2025
Q2 		$422K Sell
4,600
-129
-3% -$11.6K 0.1% 129
2025
Q1 		$435K Sell
4,729
-159
-3% -$13.8K 0.1% 124
2024
Q4 		$402K Sell
4,888
-93
-2% -$8.16K 0.09% 131
2024
Q3 		$449K Sell
4,981
-56
-1% -$4.78K 0.1% 124
2024
Q2 		$391K Sell
5,037
-134
-3% -$10.2K 0.1% 125
2024
Q1 		$371K Sell
5,171
-164
-3% -$11.3K 0.1% 136
2023
Q4 		$374K Sell
5,335
-305
-5% -$20.9K 0.11% 124
2023
Q3 		$365K Sell
5,640
-79
-1% -$5.48K 0.11% 124
2023
Q2 		$402K Buy
5,719
+72
+1% +$5.16K 0.12% 121
2023
Q1 		$393K Buy
5,647
+510
+10% +$34.3K 0.12% 125
2022
Q4 		$367K Buy
5,137
+511
+11% +$34.2K 0.13% 122
2022
Q3 		$315K Buy
+4,626
New +$350K 0.12% 127

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

RB Capital Management's SO Position: Q2 2026 in Review

RB Capital Management reduced its Southern Company (SO) stake by 1.2% in Q2 2026, selling an estimated $5.37K and leaving 4,799 shares worth $459K. The position accounts for 0.09% of the portfolio, ranked #138.

RB Capital Management first reported a position in SO in Q3 2022 and has held it in 16 quarters since. The position peaked at $469K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • RB Capital Management held 4,799 shares of Southern Company worth $459K as of Q2 2026.
  • RB Capital Management sold 57 Southern Company shares in Q2 2026, an estimated $5.37K.
  • Southern Company made up 0.09% of RB Capital Management's portfolio in Q2 2026, its #138 holding.
  • RB Capital Management first reported a position in Southern Company in Q3 2022 and has held it in 16 quarters since.
  • RB Capital Management's Southern Company position peaked at $469K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on RB Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.