Bellwether Advisors’s Southern Company SO Stock Holding History

Bellwether Advisors’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	-25	Closed	-$2.3K	–	502
2025 Q2	$2.3K	Hold	25	–	–	﹤0.01%	487
2025 Q1	$2.3K	Hold	25	–	–	﹤0.01%	426
2024 Q4	$2.06K	Buy	+25	New	+$2.19K	﹤0.01%	443
2023 Q2	–	Sell	-776	Closed	-$54K	–	380
2023 Q1	$54K	Sell	776 -10,988	-93%	-$740K	0.01%	187
2022 Q4	$840K	Sell	11,764 -20,367	-63%	-$1.36M	0.24%	73
2022 Q3	$2.18M	Buy	32,131 +32,087	+72,925%	+$2.43M	0.72%	34
2022 Q2	$3K	Sell	44 -262	-86%	-$19.2K	﹤0.01%	321
2022 Q1	$22K	Sell	306 -1,401	-82%	-$94.9K	0.01%	248
2021 Q4	$117K	Buy	1,707 +1,401	+458%	+$89.3K	0.04%	148
2021 Q3	$18K	Buy	+306	New	+$19.7K	0.01%	258

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 $3.37T AUM 44.26% 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

Bellwether Advisors's SO Position: Q3 2025 in Review

Bellwether Advisors sold out of Southern Company (SO) in Q3 2025, closing a stake of 25 shares — an estimated $2.3K sold.

Bellwether Advisors first reported a position in SO in Q3 2021 and held it in 10 quarters. The position peaked at $2.18M in Q3 2022. 2,218 funds tracked by Wall St. Rank hold SO as of Q3 2025.

Bellwether Advisors reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 25 Southern Company shares in Q3 2025, an estimated $2.3K.
Bellwether Advisors first reported a position in Southern Company in Q3 2021 and held it in 10 quarters.
Bellwether Advisors's Southern Company position peaked at $2.18M in Q3 2022.
2,218 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.