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Roble Belko & Company’s Southern Company SO Stock Holding History

Roble Belko & Company’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 		$110K Hold
1,154
– – 0.01% 167
2026
Q1 		$111K Hold
1,154
– – 0.01% 163
2025
Q4 		$101K Hold
1,154
– – 0.01% 169
2025
Q3 		$109K Hold
1,154
– – 0.01% 138
2025
Q2 		$106K Hold
1,154
– – 0.02% 136
2025
Q1 		$106K Hold
1,154
– – 0.02% 133
2024
Q4 		$95K Buy
+1,154
New +$101K 0.02% 137
2022
Q2 		– Sell
-92
Closed -$7K – 377
2022
Q1 		$7K Hold
92
– – ﹤0.01% 304
2021
Q4 		$6K Buy
+92
New +$5.87K ﹤0.01% 281

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

Roble Belko & Company's SO Position: Q2 2026 in Review

Roble Belko & Company held its Southern Company (SO) position steady in Q2 2026 at 1,154 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #167.

Roble Belko & Company first reported a position in SO in Q4 2021 and has held it in 9 quarters since. The position peaked at $111K in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Roble Belko & Company held 1,154 shares of Southern Company worth $110K as of Q2 2026.
  • Roble Belko & Company left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.01% of Roble Belko & Company's portfolio in Q2 2026, its #167 holding.
  • Roble Belko & Company first reported a position in Southern Company in Q4 2021 and has held it in 9 quarters since.
  • Roble Belko & Company's Southern Company position peaked at $111K in Q1 2026.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.