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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Redwood Park Advisors's SO Position: Q1 2026 in Review

Redwood Park Advisors reduced its Southern Company (SO) stake by 0.48% in Q1 2026, selling an estimated $463 and leaving 1,040 shares worth $100K. The position accounts for 0.07% of the portfolio, ranked #68.

Redwood Park Advisors first reported a position in SO in Q4 2024 and has held it in 6 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Redwood Park Advisors held 1,040 shares of Southern Company worth $100K as of Q1 2026.
Redwood Park Advisors sold 5 Southern Company shares in Q1 2026, an estimated $463.
Southern Company made up 0.07% of Redwood Park Advisors's portfolio in Q1 2026, its #68 holding.
Redwood Park Advisors first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Redwood Park Advisors's 13F filing for Q1 2026, filed 4 May 2026.