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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
2017
Q2 		– Sell
-175
Closed -$14K – 557
2017
Q1 		$14K Buy
+175
New +$8.65K ﹤0.01% 398
2016
Q1 		– Sell
-1,000
Closed -$291K – 617
2015
Q4 		$291K Buy
+1,000
New +$45.3K 0.04% 227

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

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. 2,262 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.
  • 2,262 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.