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Accredited Wealth Management’s Southern Company SO Stock Holding History

Accredited 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
Q3 		$37K Sell
203
-187
-48% -$17.5K 0.03% 158
2025
Q2 		$35.8K Hold
390
– – 0.03% 158
2025
Q1 		$35.9K Buy
+390
New +$33.8K 0.03% 144

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Accredited Wealth Management's SO Position: Q3 2025 in Review

Accredited Wealth Management reduced its Southern Company (SO) stake by 48% in Q3 2025, selling an estimated $17.5K and leaving 203 shares worth $37K. The position accounts for 0.03% of the portfolio, ranked #158.

Accredited Wealth Management first reported a position in SO in Q1 2025 and has held it in 3 quarters since. 2,215 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Accredited Wealth Management held 203 shares of Southern Company worth $37K as of Q3 2025.
  • Accredited Wealth Management sold 187 Southern Company shares in Q3 2025, an estimated $17.5K.
  • Southern Company made up 0.03% of Accredited Wealth Management's portfolio in Q3 2025, its #158 holding.
  • Accredited Wealth Management first reported a position in Southern Company in Q1 2025 and has held it in 3 quarters since.
  • 2,215 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.