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 Q2	$996K	Sell	10,402 -84	-0.8%	-$7.91K	0.32%	78
2026 Q1	$1.01M	Buy	10,486 +105	+1%	+$9.71K	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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Richards, Merrill & Peterson's SO Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Southern Company (SO) stake by 0.8% in Q2 2026, selling an estimated $7.91K and leaving 10,402 shares worth $996K. The position accounts for 0.32% of the portfolio, ranked #78.

Richards, Merrill & Peterson first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Richards, Merrill & Peterson held 10,402 shares of Southern Company worth $996K as of Q2 2026.
Richards, Merrill & Peterson sold 84 Southern Company shares in Q2 2026, an estimated $7.91K.
Southern Company made up 0.32% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #78 holding.
Richards, Merrill & Peterson first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
Richards, Merrill & Peterson's Southern Company position peaked at $1.01M in Q1 2026.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.