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Realta Investment Advisors’s Southern Company SO Stock Holding History

Realta Investment 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 		– Sell
-2,179
Closed -$200K – 335
2025
Q1 		$200K Buy
+2,179
New +$189K 0.09% 173
2024
Q4 		– Sell
-3,871
Closed -$348K – 408
2024
Q3 		$348K Sell
3,871
-11,209
-74% -$957K 0.16% 133
2024
Q2 		$1.17M Sell
15,080
-1,783
-11% -$135K 0.23% 104
2024
Q1 		$1.21M Buy
16,863
+3,033
+22% +$209K 0.25% 99
2023
Q4 		$970K Buy
13,830
+418
+3% +$28.7K 0.22% 120
2023
Q3 		$942K Sell
13,412
-200
-1% -$13.9K 0.22% 110
2023
Q2 		$956K Sell
13,612
-17
-0.1% -$1.22K 0.21% 114
2023
Q1 		$948K Sell
13,629
-175
-1% -$11.8K 0.23% 110
2022
Q4 		$986K Buy
13,804
+316
+2% +$21.1K 0.24% 102
2022
Q3 		$917K Buy
13,488
+16
+0.1% +$1.21K 0.24% 102
2022
Q2 		$985K Sell
13,472
-1,665
-11% -$122K 0.24% 96
2022
Q1 		$1.1M Buy
15,137
+673
+5% +$45.6K 0.22% 101
2021
Q4 		$992K Buy
14,464
+203
+1% +$12.9K 0.22% 111
2021
Q3 		$884K Buy
14,261
+328
+2% +$21.1K 0.21% 120
2021
Q2 		$843K Buy
13,933
+120
+0.9% +$7.67K 0.2% 129
2021
Q1 		$859K Buy
13,813
+4,243
+44% +$254K 0.23% 117
2020
Q4 		$588K Sell
9,570
-818
-8% -$49.2K 0.17% 145
2020
Q3 		$563K Buy
10,388
+3,077
+42% +$164K 0.19% 136
2020
Q2 		$379K Buy
7,311
+502
+7% +$27.9K 0.12% 205
2020
Q1 		$369K Sell
6,809
-2,392
-26% -$152K 0.16% 174
2019
Q4 		$569K Sell
9,201
-747
-8% -$46.3K 0.16% 168
2019
Q3 		$612K Sell
9,948
-5,313
-35% -$308K 0.17% 143
2019
Q2 		$848K Buy
15,261
+9,684
+174% +$518K 0.24% 94
2019
Q1 		$290K Buy
+5,577
New +$273K 0.13% 210

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

Realta Investment Advisors's SO Position: Q2 2025 in Review

Realta Investment Advisors sold out of Southern Company (SO) in Q2 2025, closing a stake of 2,179 shares — an estimated $200K sold.

Realta Investment Advisors first reported a position in SO in Q1 2019 and held it in 24 quarters. The position peaked at $1.21M in Q1 2024. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Realta Investment Advisors reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 2,179 Southern Company shares in Q2 2025, an estimated $200K.
  • Realta Investment Advisors first reported a position in Southern Company in Q1 2019 and held it in 24 quarters.
  • Realta Investment Advisors's Southern Company position peaked at $1.21M in Q1 2024.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Realta Investment Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.