Riverstone Advisors
SO icon

Riverstone Advisors’s Southern Company SO Stock Holding History

Riverstone 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
Q3 		$215K Buy
+2,590
New +$236K 0.09% 86

Other funds holding SO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Riverstone Advisors's SO Position: Q3 2026 in Review

Riverstone Advisors opened a new position in Southern Company (SO) in Q3 2026: 2,590 shares worth $215K. The stake represents 0.09% of the portfolio and ranks #86 among its holdings.

1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Riverstone Advisors held 2,590 shares of Southern Company worth $215K as of Q3 2026.
  • Southern Company was a new Riverstone Advisors position in Q3 2026.
  • Southern Company made up 0.09% of Riverstone Advisors's portfolio in Q3 2026, its #86 holding.
  • 1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Riverstone Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.