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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Red Cedar Investment Management's SO Position: Q1 2026 in Review

Red Cedar Investment Management reduced its Southern Company (SO) stake by 0.65% in Q1 2026, selling an estimated $26.8K and leaving 44,607 shares worth $4.31M. The position accounts for 0.45% of the portfolio, ranked #45.

Red Cedar Investment Management first reported a position in SO in Q1 2022 and has held it in 17 quarters since. 2,349 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Red Cedar Investment Management held 44,607 shares of Southern Company worth $4.31M as of Q1 2026.
Red Cedar Investment Management sold 290 Southern Company shares in Q1 2026, an estimated $26.8K.
Southern Company made up 0.45% of Red Cedar Investment Management's portfolio in Q1 2026, its #45 holding.
Red Cedar Investment Management first reported a position in Southern Company in Q1 2022 and has held it in 17 quarters since.
2,349 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Red Cedar Investment Management's 13F filing for Q1 2026, filed 30 Apr 2026.