Richards, Merrill & Peterson’s Southern Company SO Stock Holding History

Richards, Merrill & Peterson’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 Q3	$883K	Buy	10,652 +250	+2%	+$22.8K	0.27%	90
2026 Q2	$996K	Sell	10,402 -84	-0.8%	-$7.91K	0.32%	78
2026 Q1	$1.01M	Buy	10,486 +105	+1%	+$9.7K	0.37%	69
2025 Q4	$905K	Buy	10,381 +423	+4%	+$38.6K	0.35%	75
2025 Q3	$944K	Buy	9,958 +229	+2%	+$21.4K	0.41%	69
2025 Q2	$893K	Buy	9,729 +263	+3%	+$23.6K	0.42%	65
2025 Q1	$870K	Buy	9,466 +504	+6%	+$43.6K	0.45%	60
2024 Q4	$738K	Buy	+8,962	New	+$786K	0.39%	68

Other funds holding SO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Richards, Merrill & Peterson's SO Position: Q3 2026 in Review

Richards, Merrill & Peterson increased its Southern Company (SO) stake by 2.4% in Q3 2026, buying an estimated $22.8K and bringing the position to 10,652 shares worth $883K. The position accounts for 0.27% of the portfolio, ranked #90.

Richards, Merrill & Peterson first reported a position in SO in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q1 2026. 1,516 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Richards, Merrill & Peterson held 10,652 shares of Southern Company worth $883K as of Q3 2026.
Richards, Merrill & Peterson bought 250 Southern Company shares in Q3 2026, an estimated $22.8K.
Southern Company made up 0.27% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #90 holding.
Richards, Merrill & Peterson first reported a position in Southern Company in Q4 2024 and has held it in 8 quarters since.
Richards, Merrill & Peterson's Southern Company position peaked at $1.01M in Q1 2026.
1,516 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.