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Advisors Preferred’s Southern Company SO Stock Holding History

Advisors Preferred’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
Q4 		– Sell
-75,914
Closed -$7.2M – 309
2025
Q3 		$7.2M Buy
75,914
+25,897
+52% +$2.42M 1.06% 22
2025
Q2 		$4.62M Buy
50,017
+40,867
+447% +$3.67M 0.76% 31
2025
Q1 		$840K Buy
+9,150
New +$792K 0.11% 114
2024
Q4 		– Sell
-96,501
Closed -$8.77M – 276
2024
Q3 		$8.77M Buy
+96,501
New +$8.24M 1.34% 22
2022
Q2 		– Sell
-34,440
Closed -$2.55M – 184
2022
Q1 		$2.55M Buy
+34,440
New +$2.33M 0.21% 41

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Advisors Preferred's SO Position: Q4 2025 in Review

Advisors Preferred sold out of Southern Company (SO) in Q4 2025, closing a stake of 75,914 shares — an estimated $7.2M sold.

Advisors Preferred first reported a position in SO in Q1 2022 and held it in 5 quarters. The position peaked at $8.77M in Q3 2024. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Advisors Preferred reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
  • Advisors Preferred sold 75,914 Southern Company shares in Q4 2025, an estimated $7.2M.
  • Advisors Preferred first reported a position in Southern Company in Q1 2022 and held it in 5 quarters.
  • Advisors Preferred's Southern Company position peaked at $8.77M in Q3 2024.
  • 2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Advisors Preferred's 13F filing for Q4 2025, filed 2 Feb 2026.