AXA Investment Managers’s Southern Company SO Stock Holding History

AXA Investment Managers’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	$9.65M	Buy	+101,864	New	+$9.51M	0.03%	422

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AXA Investment Managers's SO Position: Q3 2025 in Review

AXA Investment Managers opened a new position in Southern Company (SO) in Q3 2025: 101,864 shares worth $9.65M. The stake represents 0.03% of the portfolio and ranks #422 among its holdings.

2,215 funds tracked by Wall St. Rank hold SO as of Q3 2025.

AXA Investment Managers held 101,864 shares of Southern Company worth $9.65M as of Q3 2025.
Southern Company was a new AXA Investment Managers position in Q3 2025.
Southern Company made up 0.03% of AXA Investment Managers's portfolio in Q3 2025, its #422 holding.
2,215 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on AXA Investment Managers's 13F filing for Q3 2025, filed 14 Nov 2025.