Altus Wealth Management’s Southern Company SO Stock Holding History

Altus Wealth 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
2025 Q2	–	Sell	-3,808	Closed	-$350K	–	40
2025 Q1	$350K	Hold	3,808	–	–	0.16%	31
2024 Q4	$313K	Sell	3,808 -165	-4%	-$14.5K	0.14%	34
2024 Q3	$358K	Hold	3,973	–	–	0.17%	30
2024 Q2	$308K	Hold	3,973	–	–	0.15%	33
2024 Q1	$285K	Hold	3,973	–	–	0.15%	34
2023 Q4	$279K	Hold	3,973	–	–	0.17%	34
2023 Q3	$257K	Hold	3,973	–	–	0.18%	31
2023 Q2	$279K	Hold	3,973	–	–	0.22%	25
2023 Q1	$276K	Sell	3,973 -205	-5%	-$13.8K	0.23%	24
2022 Q4	$298K	Buy	4,178 +2	+0%	+$134	0.26%	20
2022 Q3	$284K	Buy	4,176 +1	+0%	+$76	0.24%	25
2022 Q2	$298K	Buy	4,175 +2	+0%	+$147	0.23%	26
2022 Q1	$303K	Sell	4,173 -220	-5%	-$14.9K	0.21%	29
2021 Q4	$301K	Buy	4,393 +16	+0.4%	+$1.02K	0.18%	29
2021 Q3	$271K	Buy	+4,377	New	+$282K	0.17%	29

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Altus Wealth Management sold out of Southern Company (SO) in Q2 2025, closing a stake of 3,808 shares — an estimated $350K sold.

Altus Wealth Management first reported a position in SO in Q3 2021 and held it in 15 quarters. The position peaked at $358K in Q3 2024. 2,180 funds tracked by Wall St. Rank hold SO as of Q2 2025.

Altus Wealth Management reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
Altus Wealth Management sold 3,808 Southern Company shares in Q2 2025, an estimated $350K.
Altus Wealth Management first reported a position in Southern Company in Q3 2021 and held it in 15 quarters.
Altus Wealth Management's Southern Company position peaked at $358K in Q3 2024.
2,180 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Altus Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.