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Binnacle Investments’s Southern Company SO Stock Holding History

Binnacle Investments’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 		$46.4K Buy
490
+48
+11% +$4.48K 0.03% 155
2025
Q2 		$40.6K Buy
442
+47
+12% +$4.22K 0.03% 154
2025
Q1 		$36.3K Buy
+395
New +$34.2K 0.03% 152

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

Binnacle Investments's SO Position: Q3 2025 in Review

Binnacle Investments increased its Southern Company (SO) stake by 11% in Q3 2025, buying an estimated $4.48K and bringing the position to 490 shares worth $46.4K. The position accounts for 0.03% of the portfolio, ranked #155.

Binnacle Investments first reported a position in SO in Q1 2025 and has held it in 3 quarters since. 2,215 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Binnacle Investments held 490 shares of Southern Company worth $46.4K as of Q3 2025.
  • Binnacle Investments bought 48 Southern Company shares in Q3 2025, an estimated $4.48K.
  • Southern Company made up 0.03% of Binnacle Investments's portfolio in Q3 2025, its #155 holding.
  • Binnacle Investments first reported a position in Southern Company in Q1 2025 and has held it in 3 quarters since.
  • 2,215 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.