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Byrne Financial Freedom’s Southern Company SO Stock Holding History

Byrne Financial Freedom’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
-2,307
Closed -$219K – 107
2025
Q3 		$219K Sell
2,307
-177
-7% -$16.5K 0.11% 90
2025
Q2 		$228K Sell
2,484
-212
-8% -$19K 0.11% 88
2025
Q1 		$248K Sell
2,696
-205
-7% -$17.7K 0.14% 86
2024
Q4 		$239K Buy
+2,901
New +$255K 0.11% 88

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Byrne Financial Freedom's SO Position: Q4 2025 in Review

Byrne Financial Freedom sold out of Southern Company (SO) in Q4 2025, closing a stake of 2,307 shares — an estimated $219K sold.

Byrne Financial Freedom first reported a position in SO in Q4 2024 and held it in 4 quarters. The position peaked at $248K in Q1 2025. 2,263 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Byrne Financial Freedom reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
  • Byrne Financial Freedom sold 2,307 Southern Company shares in Q4 2025, an estimated $219K.
  • Byrne Financial Freedom first reported a position in Southern Company in Q4 2024 and held it in 4 quarters.
  • Byrne Financial Freedom's Southern Company position peaked at $248K in Q1 2025.
  • 2,263 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Byrne Financial Freedom's 13F filing for Q4 2025, filed 4 Feb 2026.