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Berry Wealth Group’s Southern Company SO Stock Holding History

Berry Wealth Group’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
-3,016
Closed -$277K – 96
2025
Q2 		$277K Buy
3,016
+50
+2% +$4.49K 0.19% 75
2025
Q1 		$273K Buy
2,966
+13
+0.4% +$1.13K 0.21% 70
2024
Q4 		$243K Buy
2,953
+14
+0.5% +$1.23K 0.18% 72
2024
Q3 		$265K Sell
2,939
-14
-0.5% -$1.2K 0.19% 72
2024
Q2 		$229K Sell
2,953
-84
-3% -$6.37K 0.18% 70
2024
Q1 		$218K Buy
3,037
+42
+1% +$2.9K 0.18% 75
2023
Q4 		$210K Buy
+2,995
New +$206K 0.19% 56

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 $3.38T AUM 44.17% 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

Berry Wealth Group's SO Position: Q3 2025 in Review

Berry Wealth Group sold out of Southern Company (SO) in Q3 2025, closing a stake of 3,016 shares — an estimated $277K sold.

Berry Wealth Group first reported a position in SO in Q4 2023 and held it in 7 quarters. The position peaked at $277K in Q2 2025. 2,220 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Berry Wealth Group reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 3,016 Southern Company shares in Q3 2025, an estimated $277K.
  • Berry Wealth Group first reported a position in Southern Company in Q4 2023 and held it in 7 quarters.
  • Berry Wealth Group's Southern Company position peaked at $277K in Q2 2025.
  • 2,220 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.