Retirement Income Solutions’s Southern Company SO Stock Holding History

Retirement Income Solutions’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	$355K	Hold	3,673	–	–	0.06%	113
2026 Q1	$355K	Hold	3,673	–	–	0.06%	114
2025 Q4	$320K	Hold	3,673	–	–	0.05%	121
2025 Q3	$348K	Hold	3,673	–	–	0.06%	113
2025 Q2	$337K	Hold	3,673	–	–	0.06%	113
2025 Q1	$338K	Hold	3,673	–	–	0.07%	101
2024 Q4	$302K	Hold	3,673	–	–	0.06%	113
2024 Q3	$331K	Sell	3,673 -200	-5%	-$17.1K	0.08%	97
2024 Q2	$300K	Hold	3,873	–	–	0.07%	102
2024 Q1	$278K	Hold	3,873	–	–	0.06%	113
2023 Q4	$272K	Hold	3,873	–	–	0.07%	111
2023 Q3	$251K	Sell	3,873 -1,321	-25%	-$91.7K	0.07%	108
2023 Q2	$365K	Hold	5,194	–	–	0.1%	95
2023 Q1	$361K	Buy	5,194 +2,000	+63%	+$135K	0.11%	92
2022 Q4	$228K	Buy	+3,194	New	+$214K	0.07%	110
2020 Q1	–	Sell	-3,396	Closed	-$216K	–	79
2019 Q4	$216K	Hold	3,396	–	–	0.09%	72
2019 Q3	$210K	Buy	+3,396	New	+$197K	0.11%	68

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 $3.37T AUM 44.26% 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

Retirement Income Solutions's SO Position: Q2 2026 in Review

Retirement Income Solutions held its Southern Company (SO) position steady in Q2 2026 at 3,673 shares worth $355K. The position accounts for 0.06% of the portfolio, ranked #113.

Retirement Income Solutions first reported a position in SO in Q3 2019 and has held it in 17 quarters since. The position peaked at $365K in Q2 2023. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Retirement Income Solutions held 3,673 shares of Southern Company worth $355K as of Q2 2026.
Retirement Income Solutions left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.06% of Retirement Income Solutions's portfolio in Q2 2026, its #113 holding.
Retirement Income Solutions first reported a position in Southern Company in Q3 2019 and has held it in 17 quarters since.
Retirement Income Solutions's Southern Company position peaked at $365K in Q2 2023.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.