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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
Q2 		$207K Buy
2,165
+11
+0.5% +$1.04K 0.04% 135
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 $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

REAP Financial Group's SO Position: Q2 2026 in Review

REAP Financial Group increased its Southern Company (SO) stake by 0.51% in Q2 2026, buying an estimated $1.04K and bringing the position to 2,165 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #135.

REAP Financial Group first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $208K in Q1 2026. 2,367 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • REAP Financial Group held 2,165 shares of Southern Company worth $207K as of Q2 2026.
  • REAP Financial Group bought 11 Southern Company shares in Q2 2026, an estimated $1.04K.
  • Southern Company made up 0.04% of REAP Financial Group's portfolio in Q2 2026, its #135 holding.
  • REAP Financial Group first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • REAP Financial Group's Southern Company position peaked at $208K in Q1 2026.
  • 2,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.