Royal Fund Management’s Southern Company SO Stock Holding History

Royal Fund 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	$271K	Buy	2,829 +22	+0.8%	+$2.07K	0.02%	258
2026 Q1	$271K	Buy	2,807 +14	+0.5%	+$1.29K	0.03%	256
2025 Q4	$244K	Buy	+2,793	New	+$255K	0.02%	254
2025 Q3	–	Sell	-3,640	Closed	-$334K	–	344
2025 Q2	$334K	Buy	3,640 +387	+12%	+$34.8K	0.03%	248
2025 Q1	$299K	Buy	3,253 +21	+0.6%	+$1.82K	0.03%	260
2024 Q4	$266K	Sell	3,232 -3,988	-55%	-$350K	0.02%	246
2024 Q3	$651K	Buy	7,220 +3,631	+101%	+$310K	0.04%	236
2024 Q2	$278K	Sell	3,589 -1,889	-34%	-$143K	0.02%	247
2024 Q1	$393K	Buy	5,478 +583	+12%	+$40.2K	0.04%	249
2023 Q4	$343K	Buy	4,895 +9	+0.2%	+$618	0.04%	236
2023 Q3	$318K	Buy	4,886 +102	+2%	+$7.08K	0.04%	231
2023 Q2	$336K	Buy	4,784 +54	+1%	+$3.87K	0.04%	229
2023 Q1	$329K	Buy	4,730 +26	+0.6%	+$1.75K	0.05%	235
2022 Q4	$336K	Buy	4,704 +210	+5%	+$14K	0.05%	206
2022 Q3	$305K	Buy	4,494 +485	+12%	+$36.7K	0.06%	179
2022 Q2	$285K	Buy	4,009 +22	+0.6%	+$1.61K	0.05%	176
2022 Q1	$289K	Buy	3,987 +122	+3%	+$8.26K	0.04%	179
2021 Q4	$265K	Buy	+3,865	New	+$246K	0.04%	168
2020 Q2	–	Sell	-3,336	Closed	-$180K	–	501
2020 Q1	$180K	Sell	3,336 -270	-7%	-$17.1K	0.07%	152
2019 Q4	$229K	Buy	3,606 +165	+5%	+$10.2K	0.06%	141
2019 Q3	$212K	Buy	3,441 +53	+2%	+$3.07K	0.06%	133
2019 Q2	$187K	Sell	3,388 -366	-10%	-$19.6K	0.06%	137
2019 Q1	$194K	Buy	3,754 +192	+5%	+$9.41K	0.06%	123
2018 Q4	$156K	Buy	3,562 +86	+2%	+$3.91K	0.06%	121
2018 Q3	$151K	Hold	3,476	–	–	0.05%	126
2018 Q2	$160K	Hold	3,476	–	–	0.05%	125
2018 Q1	$155K	Buy	3,476 +729	+27%	+$32.4K	0.06%	127
2017 Q4	$132K	Sell	2,747 -357	-12%	-$18.2K	0.05%	136
2017 Q3	$152K	Sell	3,104 -78	-2%	-$3.78K	0.06%	98
2017 Q2	$152K	Sell	3,182 -12	-0.4%	-$602	0.06%	93
2017 Q1	$158K	Buy	3,194 +154	+5%	+$7.61K	0.08%	84
2016 Q4	$149K	Buy	+3,040	New	+$149K	0.08%	83

Other funds holding SO

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Royal Fund Management's SO Position: Q2 2026 in Review

Royal Fund Management increased its Southern Company (SO) stake by 0.78% in Q2 2026, buying an estimated $2.07K and bringing the position to 2,829 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #258.

Royal Fund Management first reported a position in SO in Q4 2016 and has held it in 32 quarters since. The position peaked at $651K in Q3 2024. 645 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Royal Fund Management held 2,829 shares of Southern Company worth $271K as of Q2 2026.
Royal Fund Management bought 22 Southern Company shares in Q2 2026, an estimated $2.07K.
Southern Company made up 0.02% of Royal Fund Management's portfolio in Q2 2026, its #258 holding.
Royal Fund Management first reported a position in Southern Company in Q4 2016 and has held it in 32 quarters since.
Royal Fund Management's Southern Company position peaked at $651K in Q3 2024.
645 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.