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Ruedi Wealth Management’s Southern Company SO Stock Holding History

Ruedi Wealth Management’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
2025
Q2 		– Sell
-1,329
Closed -$122K – 277
2025
Q1 		$122K Hold
1,329
– – 0.04% 60
2024
Q4 		$109K Hold
1,329
– – 0.03% 65
2024
Q3 		$120K Sell
1,329
-34
-2% -$2.9K 0.04% 61
2024
Q2 		$106K Buy
1,363
+34
+3% +$2.58K 0.04% 63
2024
Q1 		$95.4K Hold
1,329
– – 0.04% 65
2023
Q4 		$93.2K Hold
1,329
– – 0.04% 61
2023
Q3 		$86K Hold
1,329
– – 0.05% 58
2023
Q2 		$93.4K Hold
1,329
– – 0.05% 55
2023
Q1 		$92.5K Hold
1,329
– – 0.06% 57
2022
Q4 		$94.9K Buy
+1,329
New +$88.9K 0.07% 51

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ruedi Wealth Management's SO Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Southern Company (SO) in Q2 2025, closing a stake of 1,329 shares — an estimated $122K sold.

Ruedi Wealth Management first reported a position in SO in Q4 2022 and held it in 10 quarters. The position peaked at $122K in Q1 2025. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 1,329 Southern Company shares in Q2 2025, an estimated $122K.
  • Ruedi Wealth Management first reported a position in Southern Company in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's Southern Company position peaked at $122K in Q1 2025.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.