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Revolve Wealth Partners’s Southern Company SO Stock Holding History

Revolve Wealth Partners’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 		$265K Buy
2,771
+248
+10% +$23.3K 0.03% 293
2026
Q1 		$244K Buy
2,523
+218
+9% +$20.2K 0.03% 198
2025
Q4 		$201K Sell
2,305
-234
-9% -$21.4K 0.02% 223
2025
Q3 		$241K Buy
2,539
+100
+4% +$9.34K 0.03% 200
2025
Q2 		$224K Sell
2,439
-119
-5% -$10.7K 0.03% 209
2025
Q1 		$235K Buy
2,558
+75
+3% +$6.49K 0.03% 197
2024
Q4 		$204K Sell
2,483
-396
-14% -$34.7K 0.03% 211
2024
Q3 		$260K Buy
+2,879
New +$246K 0.04% 167

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Revolve Wealth Partners's SO Position: Q2 2026 in Review

Revolve Wealth Partners increased its Southern Company (SO) stake by 9.8% in Q2 2026, buying an estimated $23.3K and bringing the position to 2,771 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #293.

Revolve Wealth Partners first reported a position in SO in Q3 2024 and has held it in 8 quarters since. 2,354 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Revolve Wealth Partners held 2,771 shares of Southern Company worth $265K as of Q2 2026.
  • Revolve Wealth Partners bought 248 Southern Company shares in Q2 2026, an estimated $23.3K.
  • Southern Company made up 0.03% of Revolve Wealth Partners's portfolio in Q2 2026, its #293 holding.
  • Revolve Wealth Partners first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
  • 2,354 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.