RAG
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RIA Advisory Group’s Southern Company SO Stock Holding History

RIA Advisory 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 		$821K Buy
8,573
+40
+0.5% +$3.77K 0.18% 74
2026
Q1 		$824K Sell
8,533
-72
-0.8% -$6.66K 0.2% 70
2025
Q4 		$750K Sell
8,605
-416
-5% -$38K 0.18% 78
2025
Q3 		$855K Sell
9,021
-210
-2% -$19.6K 0.22% 67
2025
Q2 		$848K Sell
9,231
-1,002
-10% -$90K 0.25% 57
2025
Q1 		$941K Sell
10,233
-4
-0% -$346 0.31% 56
2024
Q4 		$843K Sell
10,237
-826
-7% -$72.5K 0.29% 52
2024
Q3 		$998K Buy
+11,063
New +$945K 0.35% 44
2024
Q1 		$807K Buy
11,250
+4,908
+77% +$339K 0.33% 45
2023
Q4 		$354K Sell
6,342
-7,921
-56% -$544K 0.15% 75
2023
Q3 		$923K Buy
14,263
+1,334
+10% +$92.6K 0.41% 32
2023
Q2 		$908K Sell
12,929
-803
-6% -$57.6K 0.39% 36
2023
Q1 		$955K Sell
13,732
-146
-1% -$9.83K 0.44% 36
2022
Q4 		$819K Buy
+13,878
New +$928K 0.47% 31

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

RIA Advisory Group's SO Position: Q2 2026 in Review

RIA Advisory Group increased its Southern Company (SO) stake by 0.47% in Q2 2026, buying an estimated $3.77K and bringing the position to 8,573 shares worth $821K. The position accounts for 0.18% of the portfolio, ranked #74.

RIA Advisory Group first reported a position in SO in Q4 2022 and has held it in 14 quarters since. The position peaked at $998K in Q3 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • RIA Advisory Group held 8,573 shares of Southern Company worth $821K as of Q2 2026.
  • RIA Advisory Group bought 40 Southern Company shares in Q2 2026, an estimated $3.77K.
  • Southern Company made up 0.18% of RIA Advisory Group's portfolio in Q2 2026, its #74 holding.
  • RIA Advisory Group first reported a position in Southern Company in Q4 2022 and has held it in 14 quarters since.
  • RIA Advisory Group's Southern Company position peaked at $998K in Q3 2024.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.