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Arcus Capital Partners’s Southern Company SO Stock Holding History

Arcus Capital Partners’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
-5,864
Closed -$538K – 135
2025
Q2 		$538K Sell
5,864
-129
-2% -$11.6K 0.23% 72
2025
Q1 		$551K Buy
5,993
+451
+8% +$39K 0.22% 72
2024
Q4 		$398K Sell
5,542
-75
-1% -$6.58K 0.13% 72
2024
Q3 		$507K Buy
5,617
+36
+0.6% +$3.08K 0.18% 68
2024
Q2 		$433K Buy
5,581
+39
+0.7% +$2.96K 0.17% 74
2024
Q1 		$398K Buy
5,542
+44
+0.8% +$3.04K 0.13% 72
2023
Q4 		$386K Buy
5,498
+41
+0.8% +$2.81K 0.14% 70
2023
Q3 		$353K Buy
5,457
+44
+0.8% +$3.05K 0.11% 79
2023
Q2 		$380K Buy
5,413
+42
+0.8% +$3.01K 0.11% 76
2023
Q1 		$374K Buy
5,371
+44
+0.8% +$2.96K 0.13% 75
2022
Q4 		$380K Buy
5,327
+40
+0.8% +$2.67K 0.15% 65
2022
Q3 		$360K Buy
5,287
+35
+0.7% +$2.65K 0.15% 71
2022
Q2 		$375K Buy
5,252
+37
+0.7% +$2.72K 0.16% 66
2022
Q1 		$378K Sell
5,215
-70
-1% -$4.74K 0.13% 70
2021
Q4 		$362K Buy
5,285
+1,331
+34% +$84.9K 0.12% 74
2021
Q3 		$245K Buy
3,954
+38
+1% +$2.45K 0.09% 87
2021
Q2 		$237K Buy
3,916
+40
+1% +$2.56K 0.11% 96
2021
Q1 		$241K Buy
3,876
+41
+1% +$2.46K 0.02% 97
2020
Q4 		$236K Buy
+3,835
New +$231K 0.04% 94

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 $3.38T AUM 44.17% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Arcus Capital Partners's SO Position: Q3 2025 in Review

Arcus Capital Partners sold out of Southern Company (SO) in Q3 2025, closing a stake of 5,864 shares — an estimated $538K sold.

Arcus Capital Partners first reported a position in SO in Q4 2020 and held it in 19 quarters. The position peaked at $551K in Q1 2025. 2,220 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Arcus Capital Partners reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • Arcus Capital Partners sold 5,864 Southern Company shares in Q3 2025, an estimated $538K.
  • Arcus Capital Partners first reported a position in Southern Company in Q4 2020 and held it in 19 quarters.
  • Arcus Capital Partners's Southern Company position peaked at $551K in Q1 2025.
  • 2,220 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Arcus Capital Partners's 13F filing for Q3 2025, filed 30 Oct 2025.