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REAP Financial Group’s Southern Company SO Stock Holding History

REAP Financial Group’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 		$208K Buy
2,154
+289
+15% +$26.7K 0.04% 126
2025
Q4 		$163K Buy
1,865
+258
+16% +$23.6K 0.03% 150
2025
Q3 		$152K Sell
1,607
-136
-8% -$12.7K 0.03% 137
2025
Q2 		$160K Buy
1,743
+777
+80% +$69.8K 0.04% 131
2025
Q1 		$88.8K Buy
966
+340
+54% +$29.4K 0.02% 166
2024
Q4 		$51.5K Buy
626
+226
+57% +$19.8K 0.01% 202
2024
Q3 		$36.1K Sell
400
-27
-6% -$2.31K 0.01% 221
2024
Q2 		$33.1K Sell
427
-62
-13% -$4.7K 0.01% 217
2024
Q1 		$35.1K Sell
489
-1,646
-77% -$114K 0.01% 228
2023
Q4 		$150K Buy
+2,135
New +$147K 0.04% 158

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

REAP Financial Group's SO Position: Q1 2026 in Review

REAP Financial Group increased its Southern Company (SO) stake by 15% in Q1 2026, buying an estimated $26.7K and bringing the position to 2,154 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #126.

REAP Financial Group first reported a position in SO in Q4 2023 and has held it in 10 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • REAP Financial Group held 2,154 shares of Southern Company worth $208K as of Q1 2026.
  • REAP Financial Group bought 289 Southern Company shares in Q1 2026, an estimated $26.7K.
  • Southern Company made up 0.04% of REAP Financial Group's portfolio in Q1 2026, its #126 holding.
  • REAP Financial Group first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on REAP Financial Group's 13F filing for Q1 2026, filed 11 May 2026.