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RDA Financial Network’s Southern Company SO Stock Holding History

RDA Financial Network’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 		$386K Sell
4,038
-18,532
-82% -$1.74M 0.08% 193
2026
Q1 		$2.18M Buy
22,570
+1,177
+6% +$109K 0.55% 49
2025
Q4 		$1.87M Buy
21,393
+460
+2% +$42K 0.45% 67
2025
Q3 		$1.98M Sell
20,933
-369
-2% -$34.4K 0.49% 59
2025
Q2 		$1.96M Buy
21,302
+424
+2% +$38.1K 0.53% 52
2025
Q1 		$1.92M Sell
20,878
-83
-0.4% -$7.18K 0.57% 53
2024
Q4 		$1.73M Buy
20,961
+1,722
+9% +$151K 0.5% 58
2024
Q3 		$1.73M Sell
19,239
-1,254
-6% -$107K 0.54% 56
2024
Q2 		$1.59M Buy
20,493
+4,365
+27% +$331K 0.52% 57
2024
Q1 		$1.16M Buy
16,128
+1,119
+7% +$77.2K 0.4% 73
2023
Q4 		$1.05M Buy
15,009
+639
+4% +$43.9K 0.4% 71
2023
Q3 		$930K Buy
14,370
+587
+4% +$40.7K 0.4% 74
2023
Q2 		$968K Buy
13,783
+130
+1% +$9.32K 0.41% 71
2023
Q1 		$950K Buy
13,653
+463
+4% +$31.2K 0.43% 70
2022
Q4 		$942K Buy
13,190
+761
+6% +$50.9K 0.47% 65
2022
Q3 		$845K Buy
12,429
+375
+3% +$28.4K 0.46% 66
2022
Q2 		$860K Sell
12,054
-656
-5% -$48.2K 0.43% 66
2022
Q1 		$922K Buy
12,710
+2,196
+21% +$149K 0.39% 67
2021
Q4 		$721K Buy
10,514
+5,814
+124% +$371K 0.29% 89
2021
Q3 		$291K Sell
4,700
-10
-0.2% -$644 0.13% 173
2021
Q2 		$285K Buy
4,710
+62
+1% +$3.96K 0.13% 171
2021
Q1 		$289K Hold
4,648
– – 0.12% 175
2020
Q4 		$286K Buy
4,648
+348
+8% +$20.9K 0.13% 169
2020
Q3 		$233K Sell
4,300
-306
-7% -$16.4K 0.11% 188
2020
Q2 		$239K Buy
4,606
+119
+3% +$6.62K 0.12% 173
2020
Q1 		$243K Sell
4,487
-1,902
-30% -$120K 0.15% 144
2019
Q4 		$448K Hold
6,389
– – 0.18% 138
2019
Q3 		$397K Sell
6,389
-328
-5% -$19K 0.17% 135
2019
Q2 		$378K Sell
6,717
-26
-0.4% -$1.39K 0.17% 138
2019
Q1 		$355K Buy
+6,743
New +$331K 0.17% 142

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

RDA Financial Network's SO Position: Q2 2026 in Review

RDA Financial Network reduced its Southern Company (SO) stake by 82% in Q2 2026, selling an estimated $1.74M and leaving 4,038 shares worth $386K. The position accounts for 0.08% of the portfolio, ranked #193.

RDA Financial Network first reported a position in SO in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.18M in Q1 2026. 2,360 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • RDA Financial Network held 4,038 shares of Southern Company worth $386K as of Q2 2026.
  • RDA Financial Network sold 18,532 Southern Company shares in Q2 2026, an estimated $1.74M.
  • Southern Company made up 0.08% of RDA Financial Network's portfolio in Q2 2026, its #193 holding.
  • RDA Financial Network first reported a position in Southern Company in Q1 2019 and has held it in 30 quarters since.
  • RDA Financial Network's Southern Company position peaked at $2.18M in Q1 2026.
  • 2,360 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.