RWG
SO icon

Regal Wealth Group’s Southern Company SO Stock Holding History

Regal Wealth Group’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
2021
Q2 		– Sell
-249
Closed -$15K – 214
2021
Q1 		$15K Buy
249
+3
+1% +$180 0.01% 158
2020
Q4 		$15K Buy
246
+2
+0.8% +$120 0.01% 146
2020
Q3 		$13K Buy
244
+3
+1% +$160 0.01% 137
2020
Q2 		$12K Buy
+241
New +$13.4K 0.01% 138

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Regal Wealth Group's SO Position: Q2 2021 in Review

Regal Wealth Group sold out of Southern Company (SO) in Q2 2021, closing a stake of 249 shares — an estimated $15K sold.

Regal Wealth Group first reported a position in SO in Q2 2020 and held it in 4 quarters. The position peaked at $15K in Q1 2021. 1,504 funds tracked by Wall St. Rank hold SO as of Q2 2021.

  • Regal Wealth Group reported no remaining Southern Company position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 249 Southern Company shares in Q2 2021, an estimated $15K.
  • Regal Wealth Group first reported a position in Southern Company in Q2 2020 and held it in 4 quarters.
  • Regal Wealth Group's Southern Company position peaked at $15K in Q1 2021.
  • 1,504 funds tracked by Wall St. Rank held Southern Company as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.