T. Rowe Price Investment Management’s Southern Company SO Stock Holding History

T. Rowe Price 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 Q1	$1.95M	Sell	20,215 -10,085	-33%	-$933K	﹤0.01%	597
2025 Q4	$2.64M	Buy	30,300 +10,748	+55%	+$981K	﹤0.01%	609
2025 Q3	$1.85M	Buy	19,552 +11,927	+156%	+$1.11M	﹤0.01%	617
2025 Q2	$701K	Buy	7,625 +2,954	+63%	+$265K	﹤0.01%	639
2025 Q1	$430K	Buy	+4,671	New	+$404K	﹤0.01%	636

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management's SO Position: Q1 2026 in Review

T. Rowe Price Investment Management reduced its Southern Company (SO) stake by 33% in Q1 2026, selling an estimated $933K and leaving 20,215 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #597.

T. Rowe Price Investment Management first reported a position in SO in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.64M in Q4 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q1 2026.

T. Rowe Price Investment Management held 20,215 shares of Southern Company worth $1.95M as of Q1 2026.
T. Rowe Price Investment Management sold 10,085 Southern Company shares in Q1 2026, an estimated $933K.
Southern Company made up ﹤0.01% of T. Rowe Price Investment Management's portfolio in Q1 2026, its #597 holding.
T. Rowe Price Investment Management first reported a position in Southern Company in Q1 2025 and has held it in 5 quarters since.
T. Rowe Price Investment Management's Southern Company position peaked at $2.64M in Q4 2025.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on T. Rowe Price Investment Management's 13F filing for Q1 2026, filed 15 May 2026.