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ASB Consultores’s Southern Company SO Stock Holding History

ASB Consultores’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
-2,217
Closed -$204K – 126
2025
Q2 		$204K Buy
+2,217
New +$199K 0.14% 142
2025
Q1 		– Sell
-4,078
Closed -$336K – 210
2024
Q4 		$336K Hold
4,078
– – 0.14% 125
2024
Q3 		$368K Hold
4,078
– – 0.15% 118
2024
Q2 		$316K Buy
4,078
+20
+0.5% +$1.52K 0.11% 129
2024
Q1 		$291K Buy
+4,058
New +$280K 0.08% 225
2023
Q3 		– Sell
-3,978
Closed -$279K – 188
2023
Q2 		$279K Sell
3,978
-8
-0.2% -$574 0.14% 143
2023
Q1 		$277K Buy
+3,986
New +$268K 0.11% 138

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

ASB Consultores's SO Position: Q3 2025 in Review

ASB Consultores sold out of Southern Company (SO) in Q3 2025, closing a stake of 2,217 shares — an estimated $204K sold.

ASB Consultores first reported a position in SO in Q1 2023 and held it in 7 quarters. The position peaked at $368K in Q3 2024. 2,218 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • ASB Consultores reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • ASB Consultores sold 2,217 Southern Company shares in Q3 2025, an estimated $204K.
  • ASB Consultores first reported a position in Southern Company in Q1 2023 and held it in 7 quarters.
  • ASB Consultores's Southern Company position peaked at $368K in Q3 2024.
  • 2,218 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on ASB Consultores's 13F filing for Q3 2025, filed 4 Nov 2025.