Resona Asset Management’s Southern Company SO Stock Holding History

Resona Asset 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	$40.8M	Sell	425,524 -18,591	-4%	-$1.75M	0.19%	95
2026 Q1	$42.9M	Buy	444,115 +7,476	+2%	+$692K	0.21%	92
2025 Q4	$38.1M	Sell	436,639 -9,878	-2%	-$902K	0.18%	99
2025 Q3	$42.3M	Sell	446,517 -34,792	-7%	-$3.25M	0.2%	99
2025 Q2	$44.1M	Buy	481,309 +37,036	+8%	+$3.33M	0.22%	96
2025 Q1	$40.8M	Buy	444,273 +28,166	+7%	+$2.44M	0.24%	93
2024 Q4	$34.3M	Sell	416,107 -16,243	-4%	-$1.43M	0.2%	96
2024 Q3	$39M	Sell	432,350 -8,368	-2%	-$715K	0.23%	87
2024 Q2	$34.2M	Sell	440,718 -20,643	-4%	-$1.56M	0.21%	100
2024 Q1	$33.1M	Buy	+461,361	New	+$31.8M	0.2%	105

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

Resona Asset Management's SO Position: Q2 2026 in Review

Resona Asset Management reduced its Southern Company (SO) stake by 4.2% in Q2 2026, selling an estimated $1.75M and leaving 425,524 shares worth $40.8M. The position accounts for 0.19% of the portfolio, ranked #95.

Resona Asset Management first reported a position in SO in Q1 2024 and has held it in 10 quarters since. The position peaked at $44.1M in Q2 2025. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Resona Asset Management held 425,524 shares of Southern Company worth $40.8M as of Q2 2026.
Resona Asset Management sold 18,591 Southern Company shares in Q2 2026, an estimated $1.75M.
Southern Company made up 0.19% of Resona Asset Management's portfolio in Q2 2026, its #95 holding.
Resona Asset Management first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
Resona Asset Management's Southern Company position peaked at $44.1M in Q2 2025.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Resona Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.