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Richard W. Paul & Associates’s Southern Company SO Stock Holding History

Richard W. Paul & Associates’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 		$7.27K Hold
76
– – ﹤0.01% 241
2026
Q1 		$7.34K Hold
76
– – ﹤0.01% 231
2025
Q4 		$6.63K Sell
76
-2
-3% -$183 ﹤0.01% 229
2025
Q3 		$7.39K Sell
78
-22
-22% -$2.05K ﹤0.01% 232
2025
Q2 		$9.18K Sell
100
-35
-26% -$3.14K ﹤0.01% 244
2025
Q1 		$12.4K Sell
135
-760
-85% -$65.8K ﹤0.01% 233
2024
Q4 		$73.7K Buy
895
+123
+16% +$10.8K 0.03% 201
2024
Q3 		$69.6K Sell
772
-110
-12% -$9.4K 0.03% 198
2024
Q2 		$68.4K Sell
882
-40
-4% -$3.03K 0.03% 199
2024
Q1 		$66.1K Sell
922
-9
-1% -$621 0.03% 207
2023
Q4 		$65.3K Sell
931
-48
-5% -$3.3K 0.03% 208
2023
Q3 		$63.4K Sell
979
-34
-3% -$2.36K 0.03% 198
2023
Q2 		$71.2K Sell
1,013
-41
-4% -$2.94K 0.03% 207
2023
Q1 		$73.3K Buy
1,054
+15
+1% +$1.01K 0.03% 207
2022
Q4 		$74.2K Buy
+1,039
New +$69.5K 0.04% 203

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

Richard W. Paul & Associates's SO Position: Q2 2026 in Review

Richard W. Paul & Associates held its Southern Company (SO) position steady in Q2 2026 at 76 shares worth $7.27K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Richard W. Paul & Associates first reported a position in SO in Q4 2022 and has held it in 15 quarters since. The position peaked at $74.2K in Q4 2022. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Richard W. Paul & Associates held 76 shares of Southern Company worth $7.27K as of Q2 2026.
  • Richard W. Paul & Associates left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #241 holding.
  • Richard W. Paul & Associates first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's Southern Company position peaked at $74.2K in Q4 2022.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.