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Redmont Wealth Advisors’s Southern Company SO Stock Holding History

Redmont 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
Q4 		$9.16K Hold
105
– – 0.01% 188
2025
Q3 		$9.95K Hold
105
– – 0.01% 189
2025
Q2 		$9.64K Buy
+105
New +$9.43K 0.01% 182
2024
Q4 		– Sell
-105
Closed -$9.47K – 266
2024
Q3 		$9.47K Hold
105
– – 0.01% 180
2024
Q2 		$8.14K Hold
105
– – 0.01% 196
2024
Q1 		$7.53K Buy
+105
New +$7.25K 0.01% 208

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Redmont Wealth Advisors's SO Position: Q4 2025 in Review

Redmont Wealth Advisors held its Southern Company (SO) position steady in Q4 2025 at 105 shares worth $9.16K. The position accounts for 0.01% of the portfolio, ranked #188.

Redmont Wealth Advisors first reported a position in SO in Q1 2024 and has held it in 6 quarters since. The position peaked at $9.95K in Q3 2025. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Redmont Wealth Advisors held 105 shares of Southern Company worth $9.16K as of Q4 2025.
  • Redmont Wealth Advisors left its Southern Company share count unchanged in Q4 2025.
  • Southern Company made up 0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #188 holding.
  • Redmont Wealth Advisors first reported a position in Southern Company in Q1 2024 and has held it in 6 quarters since.
  • Redmont Wealth Advisors's Southern Company position peaked at $9.95K in Q3 2025.
  • 2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.