Ritter Daniher Financial Advisory’s Southern Company SO Stock Holding History

Ritter Daniher Financial Advisory’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	$139K	Hold	1,450	–	–	0.02%	196
2026 Q1	$140K	Hold	1,450	–	–	0.02%	189
2025 Q4	$126K	Hold	1,450	–	–	0.02%	199
2025 Q3	$137K	Hold	1,450	–	–	0.02%	176
2025 Q2	$133K	Buy	1,450 +1,100	+314%	+$98.8K	0.03%	110
2025 Q1	$32.2K	Hold	350	–	–	0.01%	189
2024 Q4	$28.8K	Hold	350	–	–	0.01%	191
2024 Q3	$31.6K	Hold	350	–	–	0.01%	184
2024 Q2	$27.1K	Hold	350	–	–	0.01%	186
2024 Q1	$25.1K	Hold	350	–	–	0.01%	187
2023 Q4	$24.5K	Hold	350	–	–	0.01%	191
2023 Q3	$22.7K	Hold	350	–	–	0.01%	183
2023 Q2	$24.6K	Hold	350	–	–	0.01%	171
2023 Q1	$24.4K	Buy	+350	New	+$23.6K	0.01%	169

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ritter Daniher Financial Advisory's SO Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Southern Company (SO) position steady in Q2 2026 at 1,450 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #196.

Ritter Daniher Financial Advisory first reported a position in SO in Q1 2023 and has held it in 14 quarters since. The position peaked at $140K in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Ritter Daniher Financial Advisory held 1,450 shares of Southern Company worth $139K as of Q2 2026.
Ritter Daniher Financial Advisory left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.02% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #196 holding.
Ritter Daniher Financial Advisory first reported a position in Southern Company in Q1 2023 and has held it in 14 quarters since.
Ritter Daniher Financial Advisory's Southern Company position peaked at $140K in Q1 2026.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.