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RS Crum Inc’s Southern Company SO Stock Holding History

RS Crum Inc’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 		$997K Sell
10,413
-832
-7% -$78.3K 0.19% 39
2026
Q1 		$1.09M Buy
11,245
+1
+0% +$93 0.21% 36
2025
Q4 		$980K Sell
11,244
-143
-1% -$13.1K 0.2% 36
2025
Q3 		$1.08M Buy
11,387
+1
+0% +$93 0.24% 34
2025
Q2 		$1.05M Sell
11,386
-298
-3% -$26.8K 0.25% 35
2025
Q1 		$1.07M Buy
11,684
+1
+0% +$87 0.29% 34
2024
Q4 		$962K Sell
11,683
-88
-0.7% -$7.72K 0.24% 35
2024
Q3 		$1.06M Sell
11,771
-400
-3% -$34.2K 0.25% 35
2024
Q2 		$944K Sell
12,171
-141
-1% -$10.7K 0.25% 37
2024
Q1 		$883K Hold
12,312
– – 0.24% 35
2023
Q4 		$863K Sell
12,312
-190
-2% -$13K 0.27% 34
2023
Q3 		$809K Buy
12,502
+719
+6% +$49.9K 0.29% 36
2023
Q2 		$828K Sell
11,783
-624
-5% -$44.8K 0.3% 37
2023
Q1 		$863K Hold
12,407
– – 0.33% 37
2022
Q4 		$886K Sell
12,407
-3,204
-21% -$214K 0.42% 39
2022
Q3 		$1.06M Hold
15,611
– – 0.56% 29
2022
Q2 		$1.11M Sell
15,611
-156
-1% -$11.5K 0.57% 28
2022
Q1 		$1.14M Sell
15,767
-673
-4% -$45.6K 0.65% 27
2021
Q4 		$1.13M Buy
+16,440
New +$1.05M 0.62% 28

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 $3.37T AUM 44.26% 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

RS Crum Inc's SO Position: Q2 2026 in Review

RS Crum Inc reduced its Southern Company (SO) stake by 7.4% in Q2 2026, selling an estimated $78.3K and leaving 10,413 shares worth $997K. The position accounts for 0.19% of the portfolio, ranked #39.

RS Crum Inc first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.14M in Q1 2022. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • RS Crum Inc held 10,413 shares of Southern Company worth $997K as of Q2 2026.
  • RS Crum Inc sold 832 Southern Company shares in Q2 2026, an estimated $78.3K.
  • Southern Company made up 0.19% of RS Crum Inc's portfolio in Q2 2026, its #39 holding.
  • RS Crum Inc first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • RS Crum Inc's Southern Company position peaked at $1.14M in Q1 2022.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on RS Crum Inc's 13F filing for Q2 2026, filed 10 Aug 2026.