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 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

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

RF&L Wealth Management's SO Position: Q2 2026 in Review

RF&L Wealth Management held its Southern Company (SO) position steady in Q2 2026 at 4,852 shares worth $464K. The position accounts for 0.31% of the portfolio, ranked #37.

RF&L Wealth Management first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $468K in Q1 2026. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

RF&L Wealth Management held 4,852 shares of Southern Company worth $464K as of Q2 2026.
RF&L Wealth Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.31% of RF&L Wealth Management's portfolio in Q2 2026, its #37 holding.
RF&L Wealth Management first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
RF&L Wealth Management's Southern Company position peaked at $468K in Q1 2026.
2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on RF&L Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.