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Buffington Mohr McNeal’s Southern Company SO Stock Holding History

Buffington Mohr McNeal’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
Q1 		– Sell
-2,845
Closed -$234K – 135
2024
Q4 		$234K Hold
2,845
– – 0.04% 124
2024
Q3 		$257K Buy
+2,845
New +$243K 0.04% 117

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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Buffington Mohr McNeal's SO Position: Q1 2025 in Review

Buffington Mohr McNeal sold out of Southern Company (SO) in Q1 2025, closing a stake of 2,845 shares — an estimated $234K sold.

Buffington Mohr McNeal first reported a position in SO in Q3 2024 and held it in 2 quarters. The position peaked at $257K in Q3 2024. 2,202 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Buffington Mohr McNeal reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
  • Buffington Mohr McNeal sold 2,845 Southern Company shares in Q1 2025, an estimated $234K.
  • Buffington Mohr McNeal first reported a position in Southern Company in Q3 2024 and held it in 2 quarters.
  • Buffington Mohr McNeal's Southern Company position peaked at $257K in Q3 2024.
  • 2,202 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.