Catalyst Capital Advisors’s Southern Company SO Stock Holding History

Catalyst Capital Advisors’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	-1,738	Closed	-$165K	–	449
2025 Q3	$165K	Buy	1,738 +378	+28%	+$35.3K	﹤0.01%	245
2025 Q2	$125K	Sell	1,360 -746	-35%	-$67K	﹤0.01%	302
2025 Q1	$194K	Buy	2,106 +292	+16%	+$25.3K	﹤0.01%	238
2024 Q4	$149K	Buy	+1,814	New	+$159K	﹤0.01%	259
2016 Q2	–	Sell	-1,165	Closed	-$60K	–	538
2016 Q1	$60K	Buy	+1,165	New	+$56.8K	0.01%	339
2015 Q2	–	Sell	-440	Closed	-$19K	–	545
2015 Q1	$19K	Buy	+440	New	+$20.9K	﹤0.01%	381
2014 Q2	–	Sell	-70,423	Closed	-$3.09M	–	414
2014 Q1	$3.09M	Buy	70,423 +8,000	+13%	+$335K	0.7%	53
2013 Q4	$2.57M	Buy	+62,423	New	+$2.58M	0.83%	44

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

Catalyst Capital Advisors's SO Position: Q4 2025 in Review

Catalyst Capital Advisors sold out of Southern Company (SO) in Q4 2025, closing a stake of 1,738 shares — an estimated $165K sold.

Catalyst Capital Advisors first reported a position in SO in Q4 2013 and held it in 8 quarters. The position peaked at $3.09M in Q1 2014. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

Catalyst Capital Advisors reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
Catalyst Capital Advisors sold 1,738 Southern Company shares in Q4 2025, an estimated $165K.
Catalyst Capital Advisors first reported a position in Southern Company in Q4 2013 and held it in 8 quarters.
Catalyst Capital Advisors's Southern Company position peaked at $3.09M in Q1 2014.
2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Catalyst Capital Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.