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Reliant Investment Partners’s Southern Company SO Stock Holding History

Reliant Investment Partners’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 		$564K Sell
5,891
-54
-0.9% -$5.08K 0.38% 58
2026
Q1 		$574K Buy
5,945
+1
+0% +$93 0.48% 48
2025
Q4 		$518K Buy
5,944
+1
+0% +$91 0.41% 52
2025
Q3 		$562K Sell
5,943
-99
-2% -$9.24K 0.44% 54
2025
Q2 		$555K Buy
6,042
+1
+0% +$90 0.48% 51
2025
Q1 		$555K Sell
6,041
-74
-1% -$6.41K 0.57% 41
2024
Q4 		$503K Buy
+6,115
New +$536K 0.45% 53

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

Reliant Investment Partners's SO Position: Q2 2026 in Review

Reliant Investment Partners reduced its Southern Company (SO) stake by 0.91% in Q2 2026, selling an estimated $5.08K and leaving 5,891 shares worth $564K. The position accounts for 0.38% of the portfolio, ranked #58.

Reliant Investment Partners first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $574K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Reliant Investment Partners held 5,891 shares of Southern Company worth $564K as of Q2 2026.
  • Reliant Investment Partners sold 54 Southern Company shares in Q2 2026, an estimated $5.08K.
  • Southern Company made up 0.38% of Reliant Investment Partners's portfolio in Q2 2026, its #58 holding.
  • Reliant Investment Partners first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Reliant Investment Partners's Southern Company position peaked at $574K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Reliant Investment Partners's 13F filing for Q2 2026, filed 11 Aug 2026.