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 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 $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

Resona Asset Management's SO Position: Q1 2026 in Review

Resona Asset Management increased its Southern Company (SO) stake by 1.7% in Q1 2026, buying an estimated $692K and bringing the position to 444,115 shares worth $42.9M. The position accounts for 0.21% of the portfolio, ranked #92.

Resona Asset Management first reported a position in SO in Q1 2024 and has held it in 9 quarters since. The position peaked at $44.1M in Q2 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Resona Asset Management held 444,115 shares of Southern Company worth $42.9M as of Q1 2026.
Resona Asset Management bought 7,476 Southern Company shares in Q1 2026, an estimated $692K.
Southern Company made up 0.21% of Resona Asset Management's portfolio in Q1 2026, its #92 holding.
Resona Asset Management first reported a position in Southern Company in Q1 2024 and has held it in 9 quarters since.
Resona Asset Management's Southern Company position peaked at $44.1M in Q2 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Resona Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.