RC
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Resolution Capital’s Southern Company SO Stock Holding History

Resolution Capital’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 		$1.1M Sell
11,400
-47,888
-81% -$4.43M 0.02% 40
2025
Q4 		$5.17M Sell
59,288
-10,621
-15% -$970K 0.11% 32
2025
Q3 		$6.63M Buy
69,909
+7,922
+13% +$740K 0.13% 28
2025
Q2 		$5.69M Buy
61,987
+26,632
+75% +$2.39M 0.11% 28
2025
Q1 		$3.25M Sell
35,355
-23,297
-40% -$2.02M 0.06% 30
2024
Q4 		$4.83M Buy
58,652
+8,505
+17% +$746K 0.09% 29
2024
Q3 		$4.52M Buy
50,147
+39,093
+354% +$3.34M 0.08% 27
2024
Q2 		$857K Buy
11,054
+1,540
+16% +$117K 0.02% 36
2024
Q1 		$683K Buy
9,514
+900
+10% +$62.1K 0.01% 42
2023
Q4 		$604K Sell
8,614
-1,580
-15% -$108K 0.01% 40
2023
Q3 		$660K Buy
+10,194
New +$707K 0.01% 38

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T. Rowe Price Associates
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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