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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
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 $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

RS Crum Inc's SO Position: Q1 2026 in Review

RS Crum Inc increased its Southern Company (SO) stake by 0.01% in Q1 2026, buying an estimated $93 and bringing the position to 11,245 shares worth $1.09M. The position accounts for 0.21% of the portfolio, ranked #36.

RS Crum Inc first reported a position in SO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.14M in Q1 2022. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • RS Crum Inc held 11,245 shares of Southern Company worth $1.09M as of Q1 2026.
  • RS Crum Inc bought 1 Southern Company share in Q1 2026, an estimated $93.
  • Southern Company made up 0.21% of RS Crum Inc's portfolio in Q1 2026, its #36 holding.
  • RS Crum Inc first reported a position in Southern Company in Q4 2021 and has held it in 18 quarters since.
  • RS Crum Inc's Southern Company position peaked at $1.14M in Q1 2022.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on RS Crum Inc's 13F filing for Q1 2026, filed 15 Apr 2026.