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Carderock Capital Management’s Southern Company SO Stock Holding History

Carderock Capital 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 		– Sell
-130
Closed -$11.9K – 116
2025
Q2 		$11.9K Buy
+130
New +$11.7K ﹤0.01% 134
2014
Q2 		– Sell
-153
Closed -$7K – 186
2014
Q1 		$7K Buy
+153
New +$6.41K ﹤0.01% 233
2013
Q3 		– Sell
-19,671
Closed -$868K – 92
2013
Q2 		$868K Buy
+19,671
New +$905K 0.51% 61

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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Carderock Capital Management's SO Position: Q3 2025 in Review

Carderock Capital Management sold out of Southern Company (SO) in Q3 2025, closing a stake of 130 shares — an estimated $11.9K sold.

Carderock Capital Management first reported a position in SO in Q2 2013 and held it in 3 quarters. The position peaked at $868K in Q2 2013. 2,218 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Carderock Capital Management reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • Carderock Capital Management sold 130 Southern Company shares in Q3 2025, an estimated $11.9K.
  • Carderock Capital Management first reported a position in Southern Company in Q2 2013 and held it in 3 quarters.
  • Carderock Capital Management's Southern Company position peaked at $868K in Q2 2013.
  • 2,218 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Carderock Capital Management's 13F filing for Q3 2025, filed 17 Oct 2025.