RWI
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Red Wave Investments’s Southern Company SO Stock Holding History

Red Wave Investments’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 		$570K Sell
5,904
-19
-0.3% -$1.76K 0.17% 61
2025
Q4 		$517K Sell
5,923
-58
-1% -$5.29K 0.15% 61
2025
Q3 		$567K Sell
5,981
-26
-0.4% -$2.43K 0.17% 57
2025
Q2 		$552K Buy
6,007
+33
+0.6% +$2.96K 0.18% 57
2025
Q1 		$549K Buy
5,974
+3
+0.1% +$260 0.2% 54
2024
Q4 		$492K Buy
5,971
+3
+0.1% +$263 0.17% 58
2024
Q3 		$538K Buy
5,968
+147
+3% +$12.6K 0.19% 56
2024
Q2 		$452K Buy
5,821
+11
+0.2% +$834 0.17% 60
2024
Q1 		$417K Buy
5,810
+87
+2% +$6.01K 0.16% 63
2023
Q4 		$401K Sell
5,723
-55
-1% -$3.78K 0.16% 64
2023
Q3 		$374K Hold
5,778
– – 0.16% 64
2023
Q2 		$406K Buy
5,778
+127
+2% +$9.11K 0.16% 64
2023
Q1 		$393K Buy
5,651
+178
+3% +$12K 0.16% 61
2022
Q4 		$391K Sell
5,473
-4,246
-44% -$284K 0.16% 61
2022
Q3 		$661K Buy
9,719
+198
+2% +$15K 0.29% 46
2022
Q2 		$679K Sell
9,521
-695
-7% -$51K 0.28% 47
2022
Q1 		$741K Buy
10,216
+3,995
+64% +$271K 0.26% 47
2021
Q4 		$427K Buy
6,221
+343
+6% +$21.9K 0.15% 60
2021
Q3 		$364K Buy
5,878
+447
+8% +$28.8K 0.13% 60
2021
Q2 		$329K Buy
5,431
+13
+0.2% +$831 0.12% 68
2021
Q1 		$337K Buy
5,418
+133
+3% +$7.96K 0.14% 65
2020
Q4 		$325K Buy
+5,285
New +$318K 0.15% 58

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

Red Wave Investments's SO Position: Q1 2026 in Review

Red Wave Investments reduced its Southern Company (SO) stake by 0.32% in Q1 2026, selling an estimated $1.76K and leaving 5,904 shares worth $570K. The position accounts for 0.17% of the portfolio, ranked #61.

Red Wave Investments first reported a position in SO in Q4 2020 and has held it in 22 quarters since. The position peaked at $741K in Q1 2022. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Red Wave Investments held 5,904 shares of Southern Company worth $570K as of Q1 2026.
  • Red Wave Investments sold 19 Southern Company shares in Q1 2026, an estimated $1.76K.
  • Southern Company made up 0.17% of Red Wave Investments's portfolio in Q1 2026, its #61 holding.
  • Red Wave Investments first reported a position in Southern Company in Q4 2020 and has held it in 22 quarters since.
  • Red Wave Investments's Southern Company position peaked at $741K in Q1 2022.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Red Wave Investments's 13F filing for Q1 2026, filed 8 May 2026.