Red Cedar Investment Management’s Southern Company SO Stock Holding History

Red Cedar Investment 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	$4.27M	Hold	44,607	–	–	0.4%	48
2026 Q1	$4.31M	Sell	44,607 -290	-0.6%	-$26.8K	0.45%	45
2025 Q4	$3.92M	Hold	44,897	–	–	0.42%	43
2025 Q3	$4.25M	Hold	44,897	–	–	0.5%	37
2025 Q2	$4.12M	Hold	44,897	–	–	0.52%	33
2025 Q1	$4.13M	Hold	44,897	–	–	0.57%	28
2024 Q4	$3.7M	Hold	44,897	–	–	0.46%	33
2024 Q3	$4.05M	Hold	44,897	–	–	0.51%	33
2024 Q2	$3.48M	Hold	44,897	–	–	0.47%	35
2024 Q1	$3.22M	Hold	44,897	–	–	0.4%	41
2023 Q4	$3.15M	Hold	44,897	–	–	0.45%	38
2023 Q3	$2.91M	Buy	44,897 +429	+1%	+$29.8K	0.44%	40
2023 Q2	$3.12M	Buy	44,468 +1,050	+2%	+$75.3K	0.48%	34
2023 Q1	$3.02M	Buy	43,418 +14,659	+51%	+$987K	0.47%	34
2022 Q4	$2.05M	Buy	28,759 +1,847	+7%	+$123K	0.32%	37
2022 Q3	$1.83M	Buy	26,912 +5,025	+23%	+$381K	0.31%	35
2022 Q2	$1.56M	Buy	21,887 +4,959	+29%	+$364K	0.26%	36
2022 Q1	$1.23M	Buy	+16,928	New	+$1.15M	0.17%	52

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Red Cedar Investment Management's SO Position: Q2 2026 in Review

Red Cedar Investment Management held its Southern Company (SO) position steady in Q2 2026 at 44,607 shares worth $4.27M. The position accounts for 0.4% of the portfolio, ranked #48.

Red Cedar Investment Management first reported a position in SO in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.31M in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Red Cedar Investment Management held 44,607 shares of Southern Company worth $4.27M as of Q2 2026.
Red Cedar Investment Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.4% of Red Cedar Investment Management's portfolio in Q2 2026, its #48 holding.
Red Cedar Investment Management first reported a position in Southern Company in Q1 2022 and has held it in 18 quarters since.
Red Cedar Investment Management's Southern Company position peaked at $4.31M in Q1 2026.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Red Cedar Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.