RDA Financial Network
SO icon

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
Q3 		$380K Buy
4,582
+544
+13% +$49.6K 0.08% 176
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

RDA Financial Network's SO Position: Q3 2026 in Review

RDA Financial Network increased its Southern Company (SO) stake by 13% in Q3 2026, buying an estimated $49.6K and bringing the position to 4,582 shares worth $380K. The position accounts for 0.08% of the portfolio, ranked #176.

RDA Financial Network first reported a position in SO in Q1 2019 and has held it in 31 quarters since. The position peaked at $2.18M in Q1 2026. 681 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • RDA Financial Network held 4,582 shares of Southern Company worth $380K as of Q3 2026.
  • RDA Financial Network bought 544 Southern Company shares in Q3 2026, an estimated $49.6K.
  • Southern Company made up 0.08% of RDA Financial Network's portfolio in Q3 2026, its #176 holding.
  • RDA Financial Network first reported a position in Southern Company in Q1 2019 and has held it in 31 quarters since.
  • RDA Financial Network's Southern Company position peaked at $2.18M in Q1 2026.
  • 681 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.