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RFP Financial Group’s Southern Company SO Stock Holding History

RFP Financial Group’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 		$1.03M Sell
10,730
-10,730
-50% -$1.01M 0.46% 27
2026
Q1 		$2.07M Buy
21,460
+10,698
+99% +$990K 1.13% 16
2025
Q4 		$938K Sell
10,762
-7,531
-41% -$688K 0.45% 26
2025
Q3 		$1.64M Buy
18,293
+1,162
+7% +$108K 0.67% 30
2025
Q2 		$1.57M Sell
17,131
-757
-4% -$68K 0.65% 30
2025
Q1 		$1.64M Sell
17,888
-453
-2% -$39.2K 0.66% 27
2024
Q4 		$1.51M Sell
18,341
-18,345
-50% -$1.61M 0.59% 31
2024
Q3 		$3.31M Buy
36,686
+15,948
+77% +$1.36M 1.08% 20
2024
Q2 		$1.61M Sell
20,738
-634
-3% -$48K 0.6% 28
2024
Q1 		$1.53M Buy
21,372
+278
+1% +$19.2K 0.6% 28
2023
Q4 		$1.48M Buy
21,094
+7
+0% +$481 0.61% 25
2023
Q3 		$1.36M Sell
21,087
-1,435
-6% -$99.6K 0.6% 28
2023
Q2 		$1.58M Buy
22,522
+12,164
+117% +$872K 0.65% 26
2023
Q1 		$721K Sell
10,358
-12,109
-54% -$815K 0.83% 20
2022
Q4 		$1.6M Buy
+22,467
New +$1.5M 0.72% 27

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

RFP Financial Group's SO Position: Q2 2026 in Review

RFP Financial Group reduced its Southern Company (SO) stake by 50% in Q2 2026, selling an estimated $1.01M and leaving 10,730 shares worth $1.03M. The position accounts for 0.46% of the portfolio, ranked #27.

RFP Financial Group first reported a position in SO in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.31M in Q3 2024. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • RFP Financial Group held 10,730 shares of Southern Company worth $1.03M as of Q2 2026.
  • RFP Financial Group sold 10,730 Southern Company shares in Q2 2026, an estimated $1.01M.
  • Southern Company made up 0.46% of RFP Financial Group's portfolio in Q2 2026, its #27 holding.
  • RFP Financial Group first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
  • RFP Financial Group's Southern Company position peaked at $3.31M in Q3 2024.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on RFP Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.