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Rithm Capital’s Southern Company SO Stock Holding History

Rithm Capital’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 		$1.1M Hold
11,500
– – 1.35% 30
2026
Q1 		$1.11M Buy
11,500
+6,500
+130% +$601K 1.65% 24
2025
Q4 		$436K Hold
5,000
– – 1.02% 29
2025
Q3 		$474K Hold
5,000
– – 0.96% 29
2025
Q2 		$459K Hold
5,000
– – 0.92% 29
2025
Q1 		$460K Buy
5,000
+1,500
+43% +$130K 1.03% 24
2024
Q4 		$288K Buy
+3,500
New +$307K 1.17% 24

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

Rithm Capital's SO Position: Q2 2026 in Review

Rithm Capital held its Southern Company (SO) position steady in Q2 2026 at 11,500 shares worth $1.1M. The position accounts for 1.35% of the portfolio, ranked #30.

Rithm Capital first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Rithm Capital held 11,500 shares of Southern Company worth $1.1M as of Q2 2026.
  • Rithm Capital left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 1.35% of Rithm Capital's portfolio in Q2 2026, its #30 holding.
  • Rithm Capital first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Rithm Capital's Southern Company position peaked at $1.11M in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Rithm Capital's 13F filing for Q2 2026, filed 14 Aug 2026.