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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Richardson Financial Services's SO Position: Q1 2026 in Review

Richardson Financial Services reduced its Southern Company (SO) stake by 16% in Q1 2026, selling an estimated $16.6K and leaving 917 shares worth $88.5K. 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 10 quarters since. The position peaked at $95.6K in Q4 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Richardson Financial Services held 917 shares of Southern Company worth $88.5K as of Q1 2026.
Richardson Financial Services sold 179 Southern Company shares in Q1 2026, an estimated $16.6K.
Southern Company made up 0.06% of Richardson Financial Services's portfolio in Q1 2026, its #234 holding.
Richardson Financial Services first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's Southern Company position peaked at $95.6K in Q4 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.