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Regal Investment Advisors’s Southern Company SO Stock Holding History

Regal 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
2026
Q1 		$2.19M Buy
22,707
+615
+3% +$56.9K 0.13% 189
2025
Q4 		$1.93M Buy
22,092
+887
+4% +$81K 0.12% 195
2025
Q3 		$2.01M Buy
21,205
+1,232
+6% +$115K 0.13% 178
2025
Q2 		$1.83M Sell
19,973
-1,105
-5% -$99.2K 0.14% 162
2025
Q1 		$1.94M Sell
21,078
-9,039
-30% -$782K 0.16% 153
2024
Q4 		$2.48M Buy
30,117
+1,689
+6% +$148K 0.19% 132
2024
Q3 		$2.56M Sell
28,428
-413
-1% -$35.3K 0.18% 142
2024
Q2 		$2.24M Buy
28,841
+1,206
+4% +$91.4K 0.15% 162
2024
Q1 		$1.98M Buy
27,635
+1,170
+4% +$80.8K 0.14% 172
2023
Q4 		$1.86M Sell
26,465
-729
-3% -$50.1K 0.14% 164
2023
Q3 		$1.76M Sell
27,194
-769
-3% -$53.4K 0.15% 160
2023
Q2 		$1.96M Buy
27,963
+48
+0.2% +$3.44K 0.16% 149
2023
Q1 		$1.94M Buy
27,915
+2,027
+8% +$136K 0.17% 143
2022
Q4 		$1.85M Buy
25,888
+529
+2% +$35.4K 0.18% 130
2022
Q3 		$1.72M Buy
25,359
+2,540
+11% +$192K 0.18% 130
2022
Q2 		$1.63M Buy
22,819
+1,698
+8% +$125K 0.17% 132
2022
Q1 		$1.53M Buy
21,121
+161
+0.8% +$10.9K 0.14% 148
2021
Q4 		$1.44M Buy
20,960
+630
+3% +$40.2K 0.13% 165
2021
Q3 		$1.26M Buy
20,330
+3,419
+20% +$220K 0.12% 174
2021
Q2 		$1.02M Buy
+16,911
New +$1.08M 0.1% 211
2021
Q1 		– Sell
-20,432
Closed -$1.25M – 362
2020
Q4 		$1.25M Buy
+20,432
New +$1.23M 0.14% 152
2020
Q3 		– Sell
-16,592
Closed -$860K – 240
2020
Q2 		$860K Buy
+16,592
New +$922K 0.16% 132
2020
Q1 		– Sell
-14,024
Closed -$893K – 263
2019
Q4 		$893K Buy
14,024
+1,927
+16% +$119K 0.16% 140
2019
Q3 		$747K Sell
12,097
-181
-1% -$10.5K 0.15% 154
2019
Q2 		$679K Buy
12,278
+821
+7% +$44K 0.13% 158
2019
Q1 		$592K Buy
11,457
+514
+5% +$25.2K 0.12% 174
2018
Q4 		$481K Buy
10,943
+707
+7% +$32.1K 0.11% 185
2018
Q3 		$446K Buy
10,236
+3,553
+53% +$164K 0.09% 203
2018
Q2 		$309K Sell
6,683
-2,929
-30% -$131K 0.09% 210
2018
Q1 		$429K Sell
9,612
-132
-1% -$5.86K 0.09% 192
2017
Q4 		$469K Buy
9,744
+1,892
+24% +$96.4K 0.1% 182
2017
Q3 		$386K Buy
7,852
+175
+2% +$8.48K 0.09% 195
2017
Q2 		$368K Sell
7,677
-313
-4% -$15.7K 0.09% 191
2017
Q1 		$398K Buy
7,990
+29
+0.4% +$1.43K 0.1% 185
2016
Q4 		$392K Sell
7,961
-1,522
-16% -$74.8K 0.11% 176
2016
Q3 		$486K Buy
9,483
+81
+0.9% +$4.27K 0.14% 159
2016
Q2 		$504K Buy
9,402
+409
+5% +$20.6K 0.14% 157
2016
Q1 		$465K Sell
8,993
-2,570
-22% -$125K 0.13% 155
2015
Q4 		$541K Buy
11,563
+265
+2% +$12K 0.14% 147
2015
Q3 		$505K Buy
11,298
+141
+1% +$6.19K 0.13% 150
2015
Q2 		$467K Sell
11,157
-2,638
-19% -$115K 0.13% 159
2015
Q1 		$611K Sell
13,795
-659
-5% -$31.3K 0.15% 141
2014
Q4 		$710K Sell
14,454
-2,578
-15% -$122K 0.19% 123
2014
Q3 		$743K Buy
17,032
+4,604
+37% +$202K 0.22% 114
2014
Q2 		$564K Buy
12,428
+3,268
+36% +$144K 0.2% 124
2014
Q1 		$402K Buy
9,160
+252
+3% +$10.6K 0.17% 135
2013
Q4 		$366K Buy
8,908
+475
+6% +$19.6K 0.21% 121
2013
Q3 		$347K Buy
8,433
+349
+4% +$15K 0.2% 124
2013
Q2 		$357K Buy
+8,084
New +$372K 0.2% 122

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Regal Investment Advisors's SO Position: Q1 2026 in Review

Regal Investment Advisors increased its Southern Company (SO) stake by 2.8% in Q1 2026, buying an estimated $56.9K and bringing the position to 22,707 shares worth $2.19M. The position accounts for 0.13% of the portfolio, ranked #189.

Regal Investment Advisors first reported a position in SO in Q2 2013 and has held it in 49 quarters since. The position peaked at $2.56M in Q3 2024. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Regal Investment Advisors held 22,707 shares of Southern Company worth $2.19M as of Q1 2026.
  • Regal Investment Advisors bought 615 Southern Company shares in Q1 2026, an estimated $56.9K.
  • Southern Company made up 0.13% of Regal Investment Advisors's portfolio in Q1 2026, its #189 holding.
  • Regal Investment Advisors first reported a position in Southern Company in Q2 2013 and has held it in 49 quarters since.
  • Regal Investment Advisors's Southern Company position peaked at $2.56M in Q3 2024.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.