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Red Door Wealth Management’s Southern Company SO Stock Holding History

Red Door 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
2026
Q2 		$2.64M Buy
27,623
+2,111
+8% +$199K 0.24% 70
2026
Q1 		$2.46M Buy
25,512
+154
+0.6% +$14.2K 0.26% 75
2025
Q4 		$2.21M Buy
25,358
+1,242
+5% +$113K 0.23% 77
2025
Q3 		$2.29M Buy
24,116
+5,377
+29% +$502K 0.24% 74
2025
Q2 		$1.72M Buy
18,739
+4,066
+28% +$365K 0.21% 78
2025
Q1 		$1.35M Buy
14,673
+664
+5% +$57.5K 0.2% 77
2024
Q4 		$1.15M Sell
14,009
-450
-3% -$39.5K 0.18% 84
2024
Q3 		$1.3M Buy
14,459
+533
+4% +$45.5K 0.22% 73
2024
Q2 		$1.08M Buy
13,926
+125
+0.9% +$9.47K 0.19% 77
2024
Q1 		$990K Sell
13,801
-87
-0.6% -$6.01K 0.19% 79
2023
Q4 		$974K Hold
13,888
– – 0.21% 76
2023
Q3 		$899K Buy
13,888
+69
+0.5% +$4.79K 0.22% 73
2023
Q2 		$971K Buy
13,819
+94
+0.7% +$6.74K 0.22% 79
2023
Q1 		$955K Sell
13,725
-3,514
-20% -$237K 0.3% 68
2022
Q4 		$1.23M Buy
17,239
+602
+4% +$40.3K 0.4% 63
2022
Q3 		$1.13M Sell
16,637
-741
-4% -$56.1K 0.43% 60
2022
Q2 		$1.24M Sell
17,378
-422
-2% -$31K 0.46% 59
2022
Q1 		$1.29M Buy
17,800
+22
+0.1% +$1.49K 0.43% 58
2021
Q4 		$1.22M Buy
17,778
+162
+0.9% +$10.3K 0.4% 63
2021
Q3 		$1.09M Sell
17,616
-55
-0.3% -$3.54K 0.42% 61
2021
Q2 		$1.07M Buy
17,671
+463
+3% +$29.6K 0.42% 59
2021
Q1 		$1.07M Sell
17,208
-85
-0.5% -$5.09K 0.55% 54
2020
Q4 		$1.06M Sell
17,293
-162
-0.9% -$9.74K 0.63% 47
2020
Q3 		$946K Buy
17,455
+4
+0% +$214 0.7% 44
2020
Q2 		$904K Sell
17,451
-3,203
-16% -$178K 0.66% 44
2020
Q1 		$1.12M Buy
20,654
+69
+0.3% +$4.37K 1.06% 31
2019
Q4 		$1.33M Buy
+20,585
New +$1.28M 1.19% 28

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Red Door Wealth Management's SO Position: Q2 2026 in Review

Red Door Wealth Management increased its Southern Company (SO) stake by 8.3% in Q2 2026, buying an estimated $199K and bringing the position to 27,623 shares worth $2.64M. The position accounts for 0.24% of the portfolio, ranked #70.

Red Door Wealth Management first reported a position in SO in Q4 2019 and has held it in 27 quarters since. 1,073 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Red Door Wealth Management held 27,623 shares of Southern Company worth $2.64M as of Q2 2026.
  • Red Door Wealth Management bought 2,111 Southern Company shares in Q2 2026, an estimated $199K.
  • Southern Company made up 0.24% of Red Door Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Red Door Wealth Management first reported a position in Southern Company in Q4 2019 and has held it in 27 quarters since.
  • 1,073 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.