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Redwood Park Advisors’s Southern Company SO Stock Holding History

Redwood Park 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
2026
Q2 		$100K Buy
1,049
+9
+0.9% +$847 0.07% 70
2026
Q1 		$100K Sell
1,040
-5
-0.5% -$463 0.07% 68
2025
Q4 		$91.2K Buy
1,045
+8
+0.8% +$730 0.06% 73
2025
Q3 		$98.2K Buy
1,037
+9
+0.9% +$840 0.06% 68
2025
Q2 		$94.4K Buy
1,028
+8
+0.8% +$719 0.06% 67
2025
Q1 		$93.8K Hold
1,020
– – 0.08% 60
2024
Q4 		$84K Buy
+1,020
New +$89.5K 0.06% 71

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Redwood Park Advisors's SO Position: Q2 2026 in Review

Redwood Park Advisors increased its Southern Company (SO) stake by 0.87% in Q2 2026, buying an estimated $847 and bringing the position to 1,049 shares worth $100K. The position accounts for 0.07% of the portfolio, ranked #70.

Redwood Park Advisors first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $100K in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Redwood Park Advisors held 1,049 shares of Southern Company worth $100K as of Q2 2026.
  • Redwood Park Advisors bought 9 Southern Company shares in Q2 2026, an estimated $847.
  • Southern Company made up 0.07% of Redwood Park Advisors's portfolio in Q2 2026, its #70 holding.
  • Redwood Park Advisors first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Redwood Park Advisors's Southern Company position peaked at $100K in Q1 2026.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Redwood Park Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.