Advisor Resource Council’s Southern Company SO Stock Holding History

Advisor Resource Council’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	-8,744	Closed	-$800K	–	520
2025 Q1	$800K	Buy	+8,744	New	+$757K	0.06%	289
2024 Q1	–	Sell	-9,780	Closed	-$686K	–	477
2023 Q4	$686K	Buy	+9,780	New	+$672K	0.08%	233
2023 Q2	–	Sell	-4,388	Closed	-$315K	–	252
2023 Q1	$315K	Buy	+4,388	New	+$295K	0.08%	198
2022 Q3	–	Sell	-8,986	Closed	-$641K	–	441
2022 Q2	$641K	Buy	+8,986	New	+$660K	0.06%	253
2022 Q1	–	Sell	-10,624	Closed	-$729K	–	484
2021 Q4	$729K	Buy	+10,624	New	+$677K	0.06%	275
2021 Q3	–	Sell	-8,221	Closed	-$497K	–	446
2021 Q2	$497K	Buy	+8,221	New	+$526K	0.05%	305

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advisor Resource Council's SO Position: Q2 2025 in Review

Advisor Resource Council sold out of Southern Company (SO) in Q2 2025, closing a stake of 8,744 shares — an estimated $800K sold.

Advisor Resource Council first reported a position in SO in Q2 2021 and held it in 6 quarters. The position peaked at $800K in Q1 2025. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

Advisor Resource Council reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 8,744 Southern Company shares in Q2 2025, an estimated $800K.
Advisor Resource Council first reported a position in Southern Company in Q2 2021 and held it in 6 quarters.
Advisor Resource Council's Southern Company position peaked at $800K in Q1 2025.
2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.