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 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 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

RFP Financial Group's SO Position: Q1 2026 in Review

RFP Financial Group increased its Southern Company (SO) stake by 99% in Q1 2026, buying an estimated $990K and bringing the position to 21,460 shares worth $2.07M. The position accounts for 1.13% of the portfolio, ranked #16.

RFP Financial Group first reported a position in SO in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.31M in Q3 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

RFP Financial Group held 21,460 shares of Southern Company worth $2.07M as of Q1 2026.
RFP Financial Group bought 10,698 Southern Company shares in Q1 2026, an estimated $990K.
Southern Company made up 1.13% of RFP Financial Group's portfolio in Q1 2026, its #16 holding.
RFP Financial Group first reported a position in Southern Company in Q4 2022 and has held it in 14 quarters since.
RFP Financial Group's Southern Company position peaked at $3.31M in Q3 2024.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on RFP Financial Group's 13F filing for Q1 2026, filed 13 May 2026.