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Asset Planning Corporation’s Southern Company SO Stock Holding History

Asset Planning Corporation’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 		$511K Hold
5,390
– – 0.24% 30
2025
Q2 		$495K Sell
5,390
-1,845
-26% -$166K 0.26% 28
2025
Q1 		$665K Hold
7,235
– – 0.39% 29
2024
Q4 		$596K Sell
7,235
-165
-2% -$14.5K 0.37% 29
2024
Q3 		$667K Hold
7,400
– – 0.44% 28
2024
Q2 		$574K Buy
+7,400
New +$561K 0.43% 28

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Asset Planning Corporation's SO Position: Q3 2025 in Review

Asset Planning Corporation held its Southern Company (SO) position steady in Q3 2025 at 5,390 shares worth $511K. The position accounts for 0.24% of the portfolio, ranked #30.

Asset Planning Corporation first reported a position in SO in Q2 2024 and has held it in 6 quarters since. The position peaked at $667K in Q3 2024. 2,216 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Asset Planning Corporation held 5,390 shares of Southern Company worth $511K as of Q3 2025.
  • Asset Planning Corporation left its Southern Company share count unchanged in Q3 2025.
  • Southern Company made up 0.24% of Asset Planning Corporation's portfolio in Q3 2025, its #30 holding.
  • Asset Planning Corporation first reported a position in Southern Company in Q2 2024 and has held it in 6 quarters since.
  • Asset Planning Corporation's Southern Company position peaked at $667K in Q3 2024.
  • 2,216 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Asset Planning Corporation's 13F filing for Q3 2025, filed 6 Nov 2025.