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 Q1	$468K	Hold	4,852	–	–	0.35%	37
2025 Q4	$423K	Buy	+4,852	New	+$443K	0.24%	53

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

RF&L Wealth Management's SO Position: Q1 2026 in Review

RF&L Wealth Management held its Southern Company (SO) position steady in Q1 2026 at 4,852 shares worth $468K. The position accounts for 0.35% of the portfolio, ranked #37.

RF&L Wealth Management first reported a position in SO in Q4 2025 and has held it in 2 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

RF&L Wealth Management held 4,852 shares of Southern Company worth $468K as of Q1 2026.
RF&L Wealth Management left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.35% of RF&L Wealth Management's portfolio in Q1 2026, its #37 holding.
RF&L Wealth Management first reported a position in Southern Company in Q4 2025 and has held it in 2 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on RF&L Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.