AlphaStar Capital Management’s Southern Company SO Stock Holding History

AlphaStar Capital 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	–	Sell	-5,720	Closed	-$525K	–	340
2025 Q2	$525K	Buy	+5,720	New	+$514K	0.04%	219
2024 Q4	–	Sell	-6,099	Closed	-$550K	–	357
2024 Q3	$550K	Buy	6,099 +1,851	+44%	+$158K	0.04%	218
2024 Q2	$330K	Buy	4,248 +953	+29%	+$72.2K	0.03%	234
2024 Q1	$236K	Buy	+3,295	New	+$227K	0.02%	265
2023 Q2	–	Sell	-5,241	Closed	-$374K	–	279
2023 Q1	$374K	Hold	5,241	–	–	0.03%	209
2022 Q4	$374K	Buy	5,241 +16	+0.3%	+$1.07K	0.04%	230
2022 Q3	$355K	Sell	5,225 -223	-4%	-$16.9K	0.04%	229
2022 Q2	$388K	Buy	5,448 +26	+0.5%	+$1.91K	0.04%	250
2022 Q1	$393K	Buy	5,422 +747	+16%	+$50.6K	0.03%	275
2021 Q4	$321K	Sell	4,675 -279	-6%	-$17.8K	0.03%	298
2021 Q3	$318K	Buy	+4,954	New	+$319K	0.02%	304
2021 Q1	–	Sell	-3,876	Closed	-$231K	–	239
2020 Q4	$231K	Buy	+3,876	New	+$233K	0.04%	197
2017 Q4	–	Sell	-6,142	Closed	-$302K	–	217
2017 Q3	$302K	Buy	+6,142	New	+$298K	0.3%	65

Other funds holding SO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AlphaStar Capital Management's SO Position: Q3 2025 in Review

AlphaStar Capital Management sold out of Southern Company (SO) in Q3 2025, closing a stake of 5,720 shares — an estimated $525K sold.

AlphaStar Capital Management first reported a position in SO in Q3 2017 and held it in 13 quarters. The position peaked at $550K in Q3 2024. 2,220 funds tracked by Wall St. Rank hold SO as of Q3 2025.

AlphaStar Capital Management reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
AlphaStar Capital Management sold 5,720 Southern Company shares in Q3 2025, an estimated $525K.
AlphaStar Capital Management first reported a position in Southern Company in Q3 2017 and held it in 13 quarters.
AlphaStar Capital Management's Southern Company position peaked at $550K in Q3 2024.
2,220 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on AlphaStar Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.