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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
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 $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

Robertson Stephens Wealth Management's SO Position: Q1 2026 in Review

Robertson Stephens Wealth Management increased its Southern Company (SO) stake by 2.2% in Q1 2026, buying an estimated $10.5K and bringing the position to 5,281 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #416.

Robertson Stephens Wealth Management first reported a position in SO in Q3 2020 and has held it in 23 quarters since. The position peaked at $800K in Q1 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Robertson Stephens Wealth Management held 5,281 shares of Southern Company worth $510K as of Q1 2026.
  • Robertson Stephens Wealth Management bought 114 Southern Company shares in Q1 2026, an estimated $10.5K.
  • Southern Company made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #416 holding.
  • Robertson Stephens Wealth Management first reported a position in Southern Company in Q3 2020 and has held it in 23 quarters since.
  • Robertson Stephens Wealth Management's Southern Company position peaked at $800K in Q1 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.