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Rise Advisors’s Southern Company SO Stock Holding History

Rise Advisors’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 		$426K Buy
4,450
+7
+0.2% +$659 0.12% 58
2026
Q1 		$431K Sell
4,443
-69
-2% -$6.38K 0.15% 52
2025
Q4 		$393K Sell
4,512
-359
-7% -$32.8K 0.14% 56
2025
Q3 		$462K Sell
4,871
-83
-2% -$7.75K 0.17% 54
2025
Q2 		$455K Sell
4,954
-119
-2% -$10.7K 0.18% 52
2025
Q1 		$466K Sell
5,073
-657
-11% -$56.9K 0.21% 42
2024
Q4 		$472K Sell
5,730
-42
-0.7% -$3.69K 0.23% 44
2024
Q3 		$520K Buy
5,772
+230
+4% +$19.6K 0.25% 41
2024
Q2 		$430K Buy
5,542
+457
+9% +$34.6K 0.23% 46
2024
Q1 		$365K Buy
5,085
+1,141
+29% +$78.8K 0.19% 52
2023
Q4 		$277K Buy
3,944
+487
+14% +$33.4K 0.19% 52
2023
Q3 		$224K Buy
3,457
+985
+40% +$68.4K 0.18% 53
2023
Q2 		$174K Buy
2,472
+99
+4% +$7.1K 0.13% 71
2023
Q1 		$165K Buy
2,373
+933
+65% +$62.8K 0.12% 76
2022
Q4 		$103K Buy
1,440
+428
+42% +$28.6K 0.08% 100
2022
Q3 		$69K Buy
1,012
+77
+8% +$5.83K 0.06% 123
2022
Q2 		$67K Buy
935
+435
+87% +$31.9K 0.07% 119
2022
Q1 		$36K Hold
500
– – 0.03% 185
2021
Q4 		$34.3K Buy
+500
New +$31.9K 0.03% 187

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

Rise Advisors's SO Position: Q2 2026 in Review

Rise Advisors increased its Southern Company (SO) stake by 0.16% in Q2 2026, buying an estimated $659 and bringing the position to 4,450 shares worth $426K. The position accounts for 0.12% of the portfolio, ranked #58.

Rise Advisors first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $520K in Q3 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Rise Advisors held 4,450 shares of Southern Company worth $426K as of Q2 2026.
  • Rise Advisors bought 7 Southern Company shares in Q2 2026, an estimated $659.
  • Southern Company made up 0.12% of Rise Advisors's portfolio in Q2 2026, its #58 holding.
  • Rise Advisors first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • Rise Advisors's Southern Company position peaked at $520K in Q3 2024.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.