Robinswood Financial’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$17.7K Buy
184
+2
+1% +$188 0.01% 247
2026
Q1
$17.7K Buy
182
+1
+0.6% +$93 0.01% 236
2025
Q4
$15.8K Buy
181
+1
+0.6% +$91 0.01% 238
2025
Q3
$17.1K Buy
+180
New +$16.8K 0.01% 224

Other funds holding SO

Robinswood Financial's SO Position: Q2 2026 in Review

Robinswood Financial increased its Southern Company (SO) stake by 1.1% in Q2 2026, buying an estimated $188 and bringing the position to 184 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #247.

Robinswood Financial first reported a position in SO in Q3 2025 and has held it in 4 quarters since. The position peaked at $17.7K in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Robinswood Financial held 184 shares of Southern Company worth $17.7K as of Q2 2026.
  • Robinswood Financial bought 2 Southern Company shares in Q2 2026, an estimated $188.
  • Southern Company made up 0.01% of Robinswood Financial's portfolio in Q2 2026, its #247 holding.
  • Robinswood Financial first reported a position in Southern Company in Q3 2025 and has held it in 4 quarters since.
  • Robinswood Financial's Southern Company position peaked at $17.7K in Q1 2026.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.