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Austin Private Wealth’s Southern Company SO Stock Holding History

Austin Private Wealth’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
Q4 		$458K Buy
5,256
+135
+3% +$12.3K 0.03% 186
2025
Q3 		$485K Sell
5,121
-1,120
-18% -$105K 0.04% 182
2025
Q2 		$573K Buy
6,241
+385
+7% +$34.6K 0.05% 167
2025
Q1 		$538K Buy
5,856
+517
+10% +$44.8K 0.05% 153
2024
Q4 		$440K Buy
5,339
+972
+22% +$85.3K 0.04% 155
2024
Q3 		$394K Sell
4,367
-65
-1% -$5.55K 0.04% 169
2024
Q2 		$344K Buy
4,432
+441
+11% +$33.4K 0.04% 160
2024
Q1 		$283K Buy
3,991
+786
+25% +$54.3K 0.03% 183
2023
Q4 		$225K Sell
3,205
-425
-12% -$29.2K 0.03% 184
2023
Q3 		$235K Buy
3,630
+508
+16% +$35.3K 0.03% 144
2023
Q2 		$219K Buy
3,122
+197
+7% +$14.1K 0.03% 152
2023
Q1 		$204K Buy
+2,925
New +$197K 0.03% 146

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Austin Private Wealth's SO Position: Q4 2025 in Review

Austin Private Wealth increased its Southern Company (SO) stake by 2.6% in Q4 2025, buying an estimated $12.3K and bringing the position to 5,256 shares worth $458K. The position accounts for 0.03% of the portfolio, ranked #186.

Austin Private Wealth first reported a position in SO in Q1 2023 and has held it in 12 quarters since. The position peaked at $573K in Q2 2025. 2,263 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Austin Private Wealth held 5,256 shares of Southern Company worth $458K as of Q4 2025.
  • Austin Private Wealth bought 135 Southern Company shares in Q4 2025, an estimated $12.3K.
  • Southern Company made up 0.03% of Austin Private Wealth's portfolio in Q4 2025, its #186 holding.
  • Austin Private Wealth first reported a position in Southern Company in Q1 2023 and has held it in 12 quarters since.
  • Austin Private Wealth's Southern Company position peaked at $573K in Q2 2025.
  • 2,263 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.