Moser Wealth Advisors’s Southern Company SO Stock Holding History

Moser Wealth Advisors’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	$52.6K	Buy	573 +36	+7%	+$3.23K	0.03%	107
2025 Q1	$49.4K	Hold	537	–	–	0.03%	103
2024 Q4	$44.2K	Hold	537	–	–	0.02%	96
2024 Q3	$48.4K	Hold	537	–	–	0.03%	97
2024 Q2	$41.7K	Hold	537	–	–	0.02%	98
2024 Q1	$38.5K	Hold	537	–	–	0.02%	98
2023 Q4	$37.7K	Hold	537	–	–	0.02%	97
2023 Q3	$34.8K	Hold	537	–	–	0.02%	91
2023 Q2	$37.7K	Buy	+537	New	+$38.5K	0.03%	90
2022 Q4	$38.3K	Hold	537	–	–	0.03%	89
2022 Q3	$37K	Hold	537	–	–	0.03%	91
2022 Q2	$38K	Hold	537	–	–	0.03%	94
2022 Q1	$39K	Hold	537	–	–	0.02%	96
2021 Q4	$37K	Hold	537	–	–	0.02%	100
2021 Q3	$33K	Hold	537	–	–	0.02%	100
2021 Q2	$32K	Hold	537	–	–	0.02%	98
2021 Q1	$33K	Hold	537	–	–	0.02%	95
2020 Q4	$33K	Hold	537	–	–	0.02%	93
2020 Q3	$29K	Hold	537	–	–	0.02%	95
2020 Q2	$28K	Hold	537	–	–	0.03%	88
2020 Q1	$29K	Hold	537	–	–	0.03%	85
2019 Q4	$34K	Buy	+537	New	+$33.3K	0.03%	101

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

Moser Wealth Advisors's SO Position: Q2 2025 in Review

Moser Wealth Advisors increased its Southern Company (SO) stake by 6.7% in Q2 2025, buying an estimated $3.23K and bringing the position to 573 shares worth $52.6K. The position accounts for 0.03% of the portfolio, ranked #107.

Moser Wealth Advisors first reported a position in SO in Q4 2019 and has held it in 22 quarters since. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

Moser Wealth Advisors held 573 shares of Southern Company worth $52.6K as of Q2 2025.
Moser Wealth Advisors bought 36 Southern Company shares in Q2 2025, an estimated $3.23K.
Southern Company made up 0.03% of Moser Wealth Advisors's portfolio in Q2 2025, its #107 holding.
Moser Wealth Advisors first reported a position in Southern Company in Q4 2019 and has held it in 22 quarters since.
2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.