Royal Fund Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $271K | Buy |
2,829
+22
| +0.8% | +$2.07K | 0.02% | 258 |
|
|
2026
Q1 | $271K | Buy |
2,807
+14
| +0.5% | +$1.29K | 0.03% | 256 |
|
|
2025
Q4 | $244K | Buy |
+2,793
| New | +$255K | 0.02% | 254 |
|
|
2025
Q3 | – | Sell |
-3,640
| Closed | -$334K | – | 344 |
|
|
2025
Q2 | $334K | Buy |
3,640
+387
| +12% | +$34.8K | 0.03% | 248 |
|
|
2025
Q1 | $299K | Buy |
3,253
+21
| +0.6% | +$1.82K | 0.03% | 260 |
|
|
2024
Q4 | $266K | Sell |
3,232
-3,988
| -55% | -$350K | 0.02% | 246 |
|
|
2024
Q3 | $651K | Buy |
7,220
+3,631
| +101% | +$310K | 0.04% | 236 |
|
|
2024
Q2 | $278K | Sell |
3,589
-1,889
| -34% | -$143K | 0.02% | 247 |
|
|
2024
Q1 | $393K | Buy |
5,478
+583
| +12% | +$40.2K | 0.04% | 249 |
|
|
2023
Q4 | $343K | Buy |
4,895
+9
| +0.2% | +$618 | 0.04% | 236 |
|
|
2023
Q3 | $318K | Buy |
4,886
+102
| +2% | +$7.08K | 0.04% | 231 |
|
|
2023
Q2 | $336K | Buy |
4,784
+54
| +1% | +$3.87K | 0.04% | 229 |
|
|
2023
Q1 | $329K | Buy |
4,730
+26
| +0.6% | +$1.75K | 0.05% | 235 |
|
|
2022
Q4 | $336K | Buy |
4,704
+210
| +5% | +$14K | 0.05% | 206 |
|
|
2022
Q3 | $305K | Buy |
4,494
+485
| +12% | +$36.7K | 0.06% | 179 |
|
|
2022
Q2 | $285K | Buy |
4,009
+22
| +0.6% | +$1.61K | 0.05% | 176 |
|
|
2022
Q1 | $289K | Buy |
3,987
+122
| +3% | +$8.26K | 0.04% | 179 |
|
|
2021
Q4 | $265K | Buy |
+3,865
| New | +$246K | 0.04% | 168 |
|
|
2020
Q2 | – | Sell |
-3,336
| Closed | -$180K | – | 501 |
|
|
2020
Q1 | $180K | Sell |
3,336
-270
| -7% | -$17.1K | 0.07% | 152 |
|
|
2019
Q4 | $229K | Buy |
3,606
+165
| +5% | +$10.2K | 0.06% | 141 |
|
|
2019
Q3 | $212K | Buy |
3,441
+53
| +2% | +$3.07K | 0.06% | 133 |
|
|
2019
Q2 | $187K | Sell |
3,388
-366
| -10% | -$19.6K | 0.06% | 137 |
|
|
2019
Q1 | $194K | Buy |
3,754
+192
| +5% | +$9.41K | 0.06% | 123 |
|
|
2018
Q4 | $156K | Buy |
3,562
+86
| +2% | +$3.91K | 0.06% | 121 |
|
|
2018
Q3 | $151K | Hold |
3,476
| – | – | 0.05% | 126 |
|
|
2018
Q2 | $160K | Hold |
3,476
| – | – | 0.05% | 125 |
|
|
2018
Q1 | $155K | Buy |
3,476
+729
| +27% | +$32.4K | 0.06% | 127 |
|
|
2017
Q4 | $132K | Sell |
2,747
-357
| -12% | -$18.2K | 0.05% | 136 |
|
|
2017
Q3 | $152K | Sell |
3,104
-78
| -2% | -$3.78K | 0.06% | 98 |
|
|
2017
Q2 | $152K | Sell |
3,182
-12
| -0.4% | -$602 | 0.06% | 93 |
|
|
2017
Q1 | $158K | Buy |
3,194
+154
| +5% | +$7.61K | 0.08% | 84 |
|
|
2016
Q4 | $149K | Buy |
+3,040
| New | +$149K | 0.08% | 83 |
|
Other funds holding SO
Royal Fund Management's SO Position: Q2 2026 in Review
Royal Fund Management increased its Southern Company (SO) stake by 0.78% in Q2 2026, buying an estimated $2.07K and bringing the position to 2,829 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #258.
Royal Fund Management first reported a position in SO in Q4 2016 and has held it in 32 quarters since. The position peaked at $651K in Q3 2024. 2,360 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Royal Fund Management held 2,829 shares of Southern Company worth $271K as of Q2 2026.
- Royal Fund Management bought 22 Southern Company shares in Q2 2026, an estimated $2.07K.
- Southern Company made up 0.02% of Royal Fund Management's portfolio in Q2 2026, its #258 holding.
- Royal Fund Management first reported a position in Southern Company in Q4 2016 and has held it in 32 quarters since.
- Royal Fund Management's Southern Company position peaked at $651K in Q3 2024.
- 2,360 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.