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Resources Management Corp’s Southern Company SO Stock Holding History

Resources Management Corp’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 		$1.06M Sell
10,948
-315
-3% -$29.1K 0.14% 113
2025
Q4 		$982K Buy
11,263
+473
+4% +$43.2K 0.13% 115
2025
Q3 		$1.02M Sell
10,790
-280
-3% -$26.1K 0.13% 115
2025
Q2 		$1.02M Sell
11,070
-150
-1% -$13.5K 0.14% 114
2025
Q1 		$1.03M Hold
11,220
– – 0.15% 113
2024
Q4 		$924K Sell
11,220
-350
-3% -$30.7K 0.13% 123
2024
Q3 		$1.04M Sell
11,570
-175
-1% -$14.9K 0.14% 115
2024
Q2 		$911K Sell
11,745
-115
-1% -$8.71K 0.13% 118
2024
Q1 		$851K Hold
11,860
– – 0.12% 124
2023
Q4 		$832K Sell
11,860
-125
-1% -$8.58K 0.12% 124
2023
Q3 		$776K Buy
11,985
+390
+3% +$27.1K 0.13% 125
2023
Q2 		$815K Sell
11,595
-780
-6% -$55.9K 0.13% 117
2023
Q1 		$395K Sell
12,375
-370
-3% -$24.9K 0.06% 176
2022
Q4 		$910K Hold
12,745
– – 0.14% 115
2022
Q3 		$867K Hold
12,745
– – 0.15% 113
2022
Q2 		$909K Sell
12,745
-225
-2% -$16.5K 0.15% 114
2022
Q1 		$940K Sell
12,970
-15
-0.1% -$1.02K 0.13% 126
2021
Q4 		$891K Buy
12,985
+55
+0.4% +$3.51K 0.12% 135
2021
Q3 		$801K Buy
12,930
+665
+5% +$42.8K 0.12% 143
2021
Q2 		$742K Sell
12,265
-15
-0.1% -$959 0.1% 159
2021
Q1 		$763K Sell
12,280
-95
-0.8% -$5.69K 0.12% 150
2020
Q4 		$760K Sell
12,375
-100
-0.8% -$6.01K 0.12% 129
2020
Q3 		$676K Buy
12,475
+461
+4% +$24.6K 0.12% 118
2020
Q2 		$623K Buy
12,014
+136
+1% +$7.56K 0.12% 122
2020
Q1 		$643K Hold
11,878
– – 0.14% 103
2019
Q4 		$757K Buy
11,878
+260
+2% +$16.1K 0.13% 123
2019
Q3 		$718K Buy
+11,618
New +$673K 0.13% 125
2018
Q4 		$494K Buy
11,261
+201
+2% +$9.14K 0.11% 145
2018
Q3 		$482K Buy
+11,060
New +$510K 0.09% 165

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

Resources Management Corp's SO Position: Q1 2026 in Review

Resources Management Corp reduced its Southern Company (SO) stake by 2.8% in Q1 2026, selling an estimated $29.1K and leaving 10,948 shares worth $1.06M. The position accounts for 0.14% of the portfolio, ranked #113.

Resources Management Corp first reported a position in SO in Q3 2018 and has held it in 29 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Resources Management Corp held 10,948 shares of Southern Company worth $1.06M as of Q1 2026.
  • Resources Management Corp sold 315 Southern Company shares in Q1 2026, an estimated $29.1K.
  • Southern Company made up 0.14% of Resources Management Corp's portfolio in Q1 2026, its #113 holding.
  • Resources Management Corp first reported a position in Southern Company in Q3 2018 and has held it in 29 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Resources Management Corp's 13F filing for Q1 2026, filed 15 May 2026.