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Rockbridge Investment Management’s Southern Company SO Stock Holding History

Rockbridge Investment 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 		$252K Buy
2,632
+26
+1% +$2.45K 0.02% 133
2026
Q1 		$252K Hold
2,606
– – 0.02% 131
2025
Q4 		$227K Buy
+2,606
New +$238K 0.02% 128
2024
Q4 		– Sell
-2,275
Closed -$205K – 137
2024
Q3 		$205K Buy
+2,275
New +$194K 0.03% 126
2024
Q1 		– Sell
-2,275
Closed -$160K – 536
2023
Q4 		$160K Buy
+2,275
New +$156K 0.02% 137
2022
Q3 		– Sell
-775
Closed -$55.3K – 514
2022
Q2 		$55.3K Hold
775
– – 0.01% 208
2022
Q1 		$57.4K Hold
775
– – 0.01% 275
2021
Q4 		$53K Buy
775
+25
+3% +$1.59K 0.01% 338
2021
Q3 		$46K Hold
750
– – 0.01% 331
2021
Q2 		$45K Hold
750
– – 0.01% 333
2021
Q1 		$47K Sell
750
-1,600
-68% -$95.8K 0.01% 299
2020
Q4 		$144K Buy
2,350
+1,800
+327% +$108K 0.03% 163
2020
Q3 		$30K Sell
550
-297
-35% -$15.9K 0.01% 326
2020
Q2 		$44K Buy
+847
New +$47.1K 0.01% 244

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

Rockbridge Investment Management's SO Position: Q2 2026 in Review

Rockbridge Investment Management increased its Southern Company (SO) stake by 1% in Q2 2026, buying an estimated $2.45K and bringing the position to 2,632 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #133.

Rockbridge Investment Management first reported a position in SO in Q2 2020 and has held it in 14 quarters since. 2,367 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Rockbridge Investment Management held 2,632 shares of Southern Company worth $252K as of Q2 2026.
  • Rockbridge Investment Management bought 26 Southern Company shares in Q2 2026, an estimated $2.45K.
  • Southern Company made up 0.02% of Rockbridge Investment Management's portfolio in Q2 2026, its #133 holding.
  • Rockbridge Investment Management first reported a position in Southern Company in Q2 2020 and has held it in 14 quarters since.
  • 2,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.