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Altus Wealth Group’s Southern Company SO Stock Holding History

Altus Wealth Group’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
2025
Q2 		– Sell
-5,032
Closed -$463K – 142
2025
Q1 		$463K Buy
5,032
+9
+0.2% +$779 0.22% 85
2024
Q4 		$413K Buy
5,023
+7
+0.1% +$614 0.18% 103
2024
Q3 		$452K Buy
5,016
+22
+0.4% +$1.88K 0.19% 92
2024
Q2 		$387K Hold
4,994
– – 0.19% 96
2024
Q1 		$358K Hold
4,994
– – 0.18% 105
2023
Q4 		$350K Hold
4,994
– – 0.19% 104
2023
Q3 		$323K Sell
4,994
-237
-5% -$16.4K 0.21% 98
2023
Q2 		$367K Buy
5,231
+52
+1% +$3.73K 0.23% 95
2023
Q1 		$360K Buy
5,179
+4
+0.1% +$269 0.24% 94
2022
Q4 		$370K Buy
+5,175
New +$346K 0.28% 88
2021
Q1 		– Sell
-402
Closed -$25K – 687
2020
Q4 		$25K Buy
+402
New +$24.2K 0.02% 327

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Altus Wealth Group's SO Position: Q2 2025 in Review

Altus Wealth Group sold out of Southern Company (SO) in Q2 2025, closing a stake of 5,032 shares — an estimated $463K sold.

Altus Wealth Group first reported a position in SO in Q4 2020 and held it in 11 quarters. The position peaked at $463K in Q1 2025. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Altus Wealth Group reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
  • Altus Wealth Group sold 5,032 Southern Company shares in Q2 2025, an estimated $463K.
  • Altus Wealth Group first reported a position in Southern Company in Q4 2020 and held it in 11 quarters.
  • Altus Wealth Group's Southern Company position peaked at $463K in Q1 2025.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Altus Wealth Group's 13F filing for Q2 2025, filed 29 Jul 2025.