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Ritholtz Wealth Management’s Southern Company SO Stock Holding History

Ritholtz Wealth Management’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 		$2.29M Buy
23,714
+2,194
+10% +$203K 0.04% 339
2025
Q4 		$1.88M Sell
21,520
-1,244
-5% -$114K 0.03% 362
2025
Q3 		$2.16M Buy
22,764
+2,728
+14% +$255K 0.04% 311
2025
Q2 		$1.84M Buy
20,036
+3,065
+18% +$275K 0.04% 307
2025
Q1 		$1.56M Buy
16,971
+3,461
+26% +$300K 0.05% 300
2024
Q4 		$1.11M Sell
13,510
-143
-1% -$12.5K 0.03% 339
2024
Q3 		$1.23M Buy
13,653
+2,476
+22% +$212K 0.04% 332
2024
Q2 		$867K Buy
11,177
+2,021
+22% +$153K 0.03% 378
2024
Q1 		$657K Sell
9,156
-75
-0.8% -$5.18K 0.02% 463
2023
Q4 		$647K Buy
9,231
+1,246
+16% +$85.6K 0.03% 432
2023
Q3 		$517K Sell
7,985
-2,822
-26% -$196K 0.02% 449
2023
Q2 		$759K Buy
10,807
+425
+4% +$30.5K 0.03% 341
2023
Q1 		$722K Sell
10,382
-766
-7% -$51.6K 0.04% 336
2022
Q4 		$796K Sell
11,148
-9,017
-45% -$603K 0.04% 276
2022
Q3 		$1.37M Buy
20,165
+8,879
+79% +$673K 0.07% 188
2022
Q2 		$805K Buy
11,286
+2,434
+27% +$179K 0.05% 229
2022
Q1 		$642K Buy
8,852
+1,098
+14% +$74.4K 0.04% 259
2021
Q4 		$532K Buy
7,754
+575
+8% +$36.7K 0.03% 289
2021
Q3 		$445K Sell
7,179
-439
-6% -$28.3K 0.03% 295
2021
Q2 		$461K Buy
7,618
+1,233
+19% +$78.9K 0.03% 268
2021
Q1 		$397K Sell
6,385
-393
-6% -$23.5K 0.03% 244
2020
Q4 		$416K Buy
+6,778
New +$407K 0.04% 193

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ritholtz Wealth Management's SO Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Southern Company (SO) stake by 10% in Q1 2026, buying an estimated $203K and bringing the position to 23,714 shares worth $2.29M. The position accounts for 0.04% of the portfolio, ranked #339.

Ritholtz Wealth Management first reported a position in SO in Q4 2020 and has held it in 22 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Ritholtz Wealth Management held 23,714 shares of Southern Company worth $2.29M as of Q1 2026.
  • Ritholtz Wealth Management bought 2,194 Southern Company shares in Q1 2026, an estimated $203K.
  • Southern Company made up 0.04% of Ritholtz Wealth Management's portfolio in Q1 2026, its #339 holding.
  • Ritholtz Wealth Management first reported a position in Southern Company in Q4 2020 and has held it in 22 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.