Blackstone Inc’s Southern Company SO Stock Holding History

Blackstone Inc’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 Q4	–	Sell	-15,005	Closed	-$1.42M	–	300
2025 Q3	$1.42M	Buy	+15,005	New	+$1.4M	0.01%	159

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Blackstone Inc's SO Position: Q4 2025 in Review

Blackstone Inc sold out of Southern Company (SO) in Q4 2025, closing a stake of 15,005 shares — an estimated $1.42M sold.

Blackstone Inc first reported a position in SO in Q3 2025 and held it in 1 quarter. The position peaked at $1.42M in Q3 2025. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

Blackstone Inc reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
Blackstone Inc sold 15,005 Southern Company shares in Q4 2025, an estimated $1.42M.
Blackstone Inc first reported a position in Southern Company in Q3 2025 and held it in 1 quarter.
Blackstone Inc's Southern Company position peaked at $1.42M in Q3 2025.
2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Blackstone Inc's 13F filing for Q4 2025, filed 17 Feb 2026.