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Robertson Stephens Wealth Management’s Southern Company SO Stock Holding History

Robertson Stephens 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
Q2 		$504K Sell
5,270
-11
-0.2% -$1.04K 0.01% 437
2026
Q1 		$510K Buy
5,281
+114
+2% +$10.5K 0.01% 416
2025
Q4 		$451K Buy
5,167
+268
+5% +$24.5K 0.01% 450
2025
Q3 		$464K Sell
4,899
-723
-13% -$67.5K 0.01% 370
2025
Q2 		$516K Sell
5,622
-3,082
-35% -$277K 0.02% 358
2025
Q1 		$800K Sell
8,704
-259
-3% -$22.4K 0.03% 291
2024
Q4 		$738K Buy
8,963
+2,957
+49% +$259K 0.03% 296
2024
Q3 		$542K Buy
6,006
+1,421
+31% +$121K 0.02% 395
2024
Q2 		$356K Buy
4,585
+740
+19% +$56.1K 0.02% 388
2024
Q1 		$276K Sell
3,845
-21
-0.5% -$1.45K 0.01% 438
2023
Q4 		$271K Sell
3,866
-738
-16% -$50.7K 0.02% 397
2023
Q3 		$298K Buy
4,604
+6
+0.1% +$416 0.02% 376
2023
Q2 		$323K Sell
4,598
-167
-4% -$12K 0.02% 343
2023
Q1 		$332K Buy
4,765
+950
+25% +$64K 0.03% 349
2022
Q4 		$272K Buy
3,815
+51
+1% +$3.41K 0.03% 351
2022
Q3 		$255K Hold
3,764
– – 0.03% 308
2022
Q2 		$268K Hold
3,764
– – 0.03% 310
2022
Q1 		$272K Buy
3,764
+90
+2% +$6.09K 0.02% 327
2021
Q4 		$251K Buy
3,674
+52
+1% +$3.31K 0.02% 345
2021
Q3 		$224K Sell
3,622
-50
-1% -$3.22K 0.03% 291
2021
Q2 		$222K Buy
3,672
+6
+0.2% +$384 0.03% 306
2021
Q1 		$227K Buy
3,666
+44
+1% +$2.63K 0.04% 269
2020
Q4 		$222K Sell
3,622
-135
-4% -$8.12K 0.05% 227
2020
Q3 		$203K Buy
+3,757
New +$201K 0.05% 230

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 $3.38T AUM 44.17% 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

Robertson Stephens Wealth Management's SO Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Southern Company (SO) stake by 0.21% in Q2 2026, selling an estimated $1.04K and leaving 5,270 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #437.

Robertson Stephens Wealth Management first reported a position in SO in Q3 2020 and has held it in 24 quarters since. The position peaked at $800K in Q1 2025. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Robertson Stephens Wealth Management held 5,270 shares of Southern Company worth $504K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 11 Southern Company shares in Q2 2026, an estimated $1.04K.
  • Southern Company made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #437 holding.
  • Robertson Stephens Wealth Management first reported a position in Southern Company in Q3 2020 and has held it in 24 quarters since.
  • Robertson Stephens Wealth Management's Southern Company position peaked at $800K in Q1 2025.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.