Richardson Financial Services
SO icon

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
Q3 		$107K Buy
1,286
+204
+19% +$18.6K 0.06% 234
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Richardson Financial Services's SO Position: Q3 2026 in Review

Richardson Financial Services increased its Southern Company (SO) stake by 19% in Q3 2026, buying an estimated $18.6K and bringing the position to 1,286 shares worth $107K. The position accounts for 0.06% of the portfolio, ranked #234.

Richardson Financial Services first reported a position in SO in Q4 2023 and has held it in 12 quarters since. 1,450 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Richardson Financial Services held 1,286 shares of Southern Company worth $107K as of Q3 2026.
  • Richardson Financial Services bought 204 Southern Company shares in Q3 2026, an estimated $18.6K.
  • Southern Company made up 0.06% of Richardson Financial Services's portfolio in Q3 2026, its #234 holding.
  • Richardson Financial Services first reported a position in Southern Company in Q4 2023 and has held it in 12 quarters since.
  • 1,450 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.