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Richardson Financial Services’s Southern Company SO Stock Holding History

Richardson Financial Services’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 		$104K Buy
1,082
+165
+18% +$15.5K 0.06% 232
2026
Q1 		$88.5K Sell
917
-179
-16% -$16.6K 0.06% 234
2025
Q4 		$95.6K Buy
1,096
+191
+21% +$17.4K 0.03% 233
2025
Q3 		$85.8K Buy
905
+313
+53% +$29.2K 0.05% 225
2025
Q2 		$54.6K Sell
592
-147
-20% -$13.2K 0.04% 247
2025
Q1 		$68K Sell
739
-3
-0.4% -$260 0.05% 212
2024
Q4 		$61.1K Sell
742
-9
-1% -$790 0.04% 236
2024
Q3 		$58.3K Hold
751
– – 0.04% 251
2024
Q2 		$58.3K Buy
751
+197
+36% +$14.9K 0.04% 238
2024
Q1 		$39.7K Sell
554
-4
-0.7% -$276 0.03% 267
2023
Q4 		$39.1K Buy
+558
New +$38.3K 0.03% 232

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

Richardson Financial Services's SO Position: Q2 2026 in Review

Richardson Financial Services increased its Southern Company (SO) stake by 18% in Q2 2026, buying an estimated $15.5K and bringing the position to 1,082 shares worth $104K. The position accounts for 0.06% of the portfolio, ranked #232.

Richardson Financial Services first reported a position in SO in Q4 2023 and has held it in 11 quarters since. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Richardson Financial Services held 1,082 shares of Southern Company worth $104K as of Q2 2026.
  • Richardson Financial Services bought 165 Southern Company shares in Q2 2026, an estimated $15.5K.
  • Southern Company made up 0.06% of Richardson Financial Services's portfolio in Q2 2026, its #232 holding.
  • Richardson Financial Services first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.