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CFO4Life Group’s Southern Company SO Stock Holding History

CFO4Life Group’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
-2,653
Closed -$251K – 249
2025
Q3 		$251K Buy
2,653
+102
+4% +$9.52K 0.04% 196
2025
Q2 		$234K Buy
2,551
+159
+7% +$14.3K 0.04% 199
2025
Q1 		$220K Buy
+2,392
New +$207K 0.04% 191
2020
Q1 		– Sell
-4,818
Closed -$307K – 137
2019
Q4 		$307K Buy
4,818
+169
+4% +$10.5K 0.13% 94
2019
Q3 		$287K Sell
4,649
-125
-3% -$7.25K 0.13% 93
2019
Q2 		$264K Buy
4,774
+538
+13% +$28.8K 0.12% 96
2019
Q1 		$219K Sell
4,236
-9,277
-69% -$455K 0.1% 107
2018
Q4 		$593K Buy
13,513
+928
+7% +$42.2K 0.26% 58
2018
Q3 		$549K Sell
12,585
-1,778
-12% -$81.9K 0.24% 66
2018
Q2 		$665K Buy
14,363
+1,217
+9% +$54.5K 0.28% 54
2018
Q1 		$587K Buy
13,146
+1,821
+16% +$80.8K 0.5% 32
2017
Q4 		$545K Sell
11,325
-1,341
-11% -$68.3K 0.43% 39
2017
Q3 		$622K Buy
12,666
+1,312
+12% +$63.6K 0.5% 31
2017
Q2 		$544K Buy
11,354
+212
+2% +$10.6K 0.5% 35
2017
Q1 		$555K Buy
+11,142
New +$551K 0.5% 33

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CFO4Life Group's SO Position: Q4 2025 in Review

CFO4Life Group sold out of Southern Company (SO) in Q4 2025, closing a stake of 2,653 shares — an estimated $251K sold.

CFO4Life Group first reported a position in SO in Q1 2017 and held it in 15 quarters. The position peaked at $665K in Q2 2018. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • CFO4Life Group reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
  • CFO4Life Group sold 2,653 Southern Company shares in Q4 2025, an estimated $251K.
  • CFO4Life Group first reported a position in Southern Company in Q1 2017 and held it in 15 quarters.
  • CFO4Life Group's Southern Company position peaked at $665K in Q2 2018.
  • 2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on CFO4Life Group's 13F filing for Q4 2025, filed 6 Feb 2026.