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Rossby Financial’s Southern Company SO Stock Holding History

Rossby Financial’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 		$85.5K Sell
882
-53
-6% -$4.9K 0.02% 585
2025
Q4 		$81.5K Sell
935
-226
-19% -$20.6K 0.03% 449
2025
Q3 		$110K Buy
1,161
+247
+27% +$23.1K 0.04% 378
2025
Q2 		$83.9K Buy
914
+479
+110% +$43K 0.03% 399
2025
Q1 		$39.3K Buy
+435
New +$37.7K 0.02% 514

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

Rossby Financial's SO Position: Q1 2026 in Review

Rossby Financial reduced its Southern Company (SO) stake by 5.7% in Q1 2026, selling an estimated $4.9K and leaving 882 shares worth $85.5K. The position accounts for 0.02% of the portfolio, ranked #585.

Rossby Financial first reported a position in SO in Q1 2025 and has held it in 5 quarters since. The position peaked at $110K in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Rossby Financial held 882 shares of Southern Company worth $85.5K as of Q1 2026.
  • Rossby Financial sold 53 Southern Company shares in Q1 2026, an estimated $4.9K.
  • Southern Company made up 0.02% of Rossby Financial's portfolio in Q1 2026, its #585 holding.
  • Rossby Financial first reported a position in Southern Company in Q1 2025 and has held it in 5 quarters since.
  • Rossby Financial's Southern Company position peaked at $110K in Q3 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.