RIG
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RiverFront Investment Group’s Southern Company SO Stock Holding History

RiverFront Investment Group’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 		$6.94M Buy
72,559
+36,507
+101% +$3.44M 0.09% 100
2026
Q1 		$3.48M Buy
36,052
+27,838
+339% +$2.58M 0.05% 116
2025
Q4 		$716K Buy
8,214
+5,061
+161% +$462K 0.01% 203
2025
Q3 		$299K Buy
+3,153
New +$294K 0.01% 265

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

RiverFront Investment Group's SO Position: Q2 2026 in Review

RiverFront Investment Group increased its Southern Company (SO) stake by 101% in Q2 2026, buying an estimated $3.44M and bringing the position to 72,559 shares worth $6.94M. The position accounts for 0.09% of the portfolio, ranked #100.

RiverFront Investment Group first reported a position in SO in Q3 2025 and has held it in 4 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • RiverFront Investment Group held 72,559 shares of Southern Company worth $6.94M as of Q2 2026.
  • RiverFront Investment Group bought 36,507 Southern Company shares in Q2 2026, an estimated $3.44M.
  • Southern Company made up 0.09% of RiverFront Investment Group's portfolio in Q2 2026, its #100 holding.
  • RiverFront Investment Group first reported a position in Southern Company in Q3 2025 and has held it in 4 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.