Brass Tax Wealth Management’s Southern Company SO Stock Holding History

Brass Tax Wealth Management’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	$314K	Sell	3,310 -576	-15%	-$53.8K	0.05%	169
2025 Q2	$357K	Buy	3,886 +359	+10%	+$32.2K	0.07%	148
2025 Q1	$324K	Buy	3,527 +155	+5%	+$13.4K	0.07%	143
2024 Q4	$278K	Buy	3,372 +9	+0.3%	+$790	0.06%	157
2024 Q3	$303K	Buy	+3,363	New	+$287K	0.06%	142

Other funds holding SO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Brass Tax Wealth Management's SO Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its Southern Company (SO) stake by 15% in Q3 2025, selling an estimated $53.8K and leaving 3,310 shares worth $314K. The position accounts for 0.05% of the portfolio, ranked #169.

Brass Tax Wealth Management first reported a position in SO in Q3 2024 and has held it in 5 quarters since. The position peaked at $357K in Q2 2025. 2,216 funds tracked by Wall St. Rank hold SO as of Q3 2025.

Brass Tax Wealth Management held 3,310 shares of Southern Company worth $314K as of Q3 2025.
Brass Tax Wealth Management sold 576 Southern Company shares in Q3 2025, an estimated $53.8K.
Southern Company made up 0.05% of Brass Tax Wealth Management's portfolio in Q3 2025, its #169 holding.
Brass Tax Wealth Management first reported a position in Southern Company in Q3 2024 and has held it in 5 quarters since.
Brass Tax Wealth Management's Southern Company position peaked at $357K in Q2 2025.
2,216 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.