RF&L Wealth Management
SO icon

RF&L Wealth Management’s Southern Company SO Stock Holding History

RF&L Wealth 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
Q3 		$402K Hold
4,852
– – 0.27% 41
2026
Q2 		$464K Hold
4,852
– – 0.31% 37
2026
Q1 		$468K Hold
4,852
– – 0.35% 37
2025
Q4 		$423K Buy
+4,852
New +$443K 0.24% 53

Other funds holding SO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

RF&L Wealth Management's SO Position: Q3 2026 in Review

RF&L Wealth Management held its Southern Company (SO) position steady in Q3 2026 at 4,852 shares worth $402K. The position accounts for 0.27% of the portfolio, ranked #41.

RF&L Wealth Management first reported a position in SO in Q4 2025 and has held it in 4 quarters since. The position peaked at $468K in Q1 2026. 739 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • RF&L Wealth Management held 4,852 shares of Southern Company worth $402K as of Q3 2026.
  • RF&L Wealth Management left its Southern Company share count unchanged in Q3 2026.
  • Southern Company made up 0.27% of RF&L Wealth Management's portfolio in Q3 2026, its #41 holding.
  • RF&L Wealth Management first reported a position in Southern Company in Q4 2025 and has held it in 4 quarters since.
  • RF&L Wealth Management's Southern Company position peaked at $468K in Q1 2026.
  • 739 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on RF&L Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.