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Ridge Creek Global’s Southern Company SO Stock Holding History

Ridge Creek Global’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 		$462K Sell
4,824
-275
-5% -$25.9K 0.36% 59
2026
Q1 		$492K Hold
5,099
– – 0.42% 53
2025
Q4 		$445K Buy
+5,099
New +$466K 0.37% 59

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

Ridge Creek Global's SO Position: Q2 2026 in Review

Ridge Creek Global reduced its Southern Company (SO) stake by 5.4% in Q2 2026, selling an estimated $25.9K and leaving 4,824 shares worth $462K. The position accounts for 0.36% of the portfolio, ranked #59.

Ridge Creek Global first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $492K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Ridge Creek Global held 4,824 shares of Southern Company worth $462K as of Q2 2026.
  • Ridge Creek Global sold 275 Southern Company shares in Q2 2026, an estimated $25.9K.
  • Southern Company made up 0.36% of Ridge Creek Global's portfolio in Q2 2026, its #59 holding.
  • Ridge Creek Global first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • Ridge Creek Global's Southern Company position peaked at $492K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Ridge Creek Global's 13F filing for Q2 2026, filed 11 Aug 2026.