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Atticus Wealth Management’s Southern Company SO Stock Holding History

Atticus Wealth 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
-750
Closed -$68.9K – 565
2025
Q2 		$68.9K Hold
750
– – 0.02% 281
2025
Q1 		$69K Hold
750
– – 0.02% 199
2024
Q4 		$61.7K Buy
750
+250
+50% +$21.9K 0.02% 223
2024
Q3 		$45.1K Hold
500
– – 0.01% 252
2024
Q2 		$38.8K Sell
500
-201
-29% -$15.2K 0.01% 260
2024
Q1 		$50.3K Hold
701
– – 0.02% 237
2023
Q4 		$49.1K Buy
701
+49
+8% +$3.37K 0.02% 251
2023
Q3 		$42.2K Buy
652
+152
+30% +$10.5K 0.02% 267
2023
Q2 		$35.1K Sell
500
-300
-38% -$21.5K 0.01% 291
2023
Q1 		$55.7K Sell
800
-42
-5% -$2.83K 0.02% 244
2022
Q4 		$60.1K Hold
842
– – 0.02% 232
2022
Q3 		$60K Hold
842
– – 0.03% 217
2022
Q2 		$60K Buy
842
+42
+5% +$3.08K 0.02% 237
2022
Q1 		$58K Hold
800
– – 0.02% 234
2021
Q4 		$55K Buy
+800
New +$51K 0.02% 217
2021
Q1 		– Sell
-3,000
Closed -$184K – 365
2020
Q4 		$184K Hold
3,000
– – 0.09% 105
2020
Q3 		$163K Sell
3,000
-249
-8% -$13.3K 0.1% 98
2020
Q2 		$168K Sell
3,249
-751
-19% -$41.7K 0.11% 95
2020
Q1 		$217K Sell
4,000
-1,010
-20% -$64K 0.18% 73
2019
Q4 		$319K Buy
+5,010
New +$310K 0.2% 64

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

Atticus Wealth Management's SO Position: Q3 2025 in Review

Atticus Wealth Management sold out of Southern Company (SO) in Q3 2025, closing a stake of 750 shares — an estimated $68.9K sold.

Atticus Wealth Management first reported a position in SO in Q4 2019 and held it in 20 quarters. The position peaked at $319K in Q4 2019. 2,219 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Atticus Wealth Management reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 750 Southern Company shares in Q3 2025, an estimated $68.9K.
  • Atticus Wealth Management first reported a position in Southern Company in Q4 2019 and held it in 20 quarters.
  • Atticus Wealth Management's Southern Company position peaked at $319K in Q4 2019.
  • 2,219 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.