Baader Bank Aktiengesellschaft’s Southern Company SO Stock Holding History

Baader Bank Aktiengesellschaft’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	-4,384	Closed	-$400K	–	595
2025 Q2	$400K	Buy	4,384 +1,344	+44%	+$121K	0.03%	300
2025 Q1	$276K	Buy	3,040 +164	+6%	+$14.2K	0.02%	302
2024 Q4	$236K	Sell	2,876 -2,889	-50%	-$253K	0.02%	307
2024 Q3	$517K	Sell	5,765 -2,209	-28%	-$189K	0.03%	235
2024 Q2	$609K	Buy	+7,974	New	+$604K	0.04%	235
2022 Q4	–	Sell	-16,900	Closed	-$1.15M	–	427
2022 Q3	$1.15M	Hold	16,900	–	–	0.07%	191
2022 Q2	$1.21M	Hold	16,900	–	–	0.09%	175
2022 Q1	$1.23M	Hold	16,900	–	–	0.1%	122
2021 Q4	$1.16M	Buy	+16,900	New	+$1.08M	0.09%	137

Other funds holding SO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Baader Bank Aktiengesellschaft's SO Position: Q3 2025 in Review

Baader Bank Aktiengesellschaft sold out of Southern Company (SO) in Q3 2025, closing a stake of 4,384 shares — an estimated $400K sold.

Baader Bank Aktiengesellschaft first reported a position in SO in Q4 2021 and held it in 9 quarters. The position peaked at $1.23M in Q1 2022. 2,220 funds tracked by Wall St. Rank hold SO as of Q3 2025.

Baader Bank Aktiengesellschaft reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
Baader Bank Aktiengesellschaft sold 4,384 Southern Company shares in Q3 2025, an estimated $400K.
Baader Bank Aktiengesellschaft first reported a position in Southern Company in Q4 2021 and held it in 9 quarters.
Baader Bank Aktiengesellschaft's Southern Company position peaked at $1.23M in Q1 2022.
2,220 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Baader Bank Aktiengesellschaft's 13F filing for Q3 2025, filed 6 Nov 2025.