Consolidated Portfolio Review Corp’s Southern Company SO Stock Holding History

Consolidated Portfolio Review Corp’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	-5,314	Closed	-$504K	–	341
2025 Q3	$504K	Sell	5,314 -122	-2%	-$11.4K	0.06%	268
2025 Q2	$499K	Buy	5,436 +223	+4%	+$20K	0.07%	256
2025 Q1	$479K	Buy	+5,213	New	+$451K	0.08%	226
2024 Q1	–	Sell	-32,245	Closed	-$2.26M	–	320
2023 Q4	$2.26M	Hold	32,245	–	–	0.52%	55
2023 Q3	$2.09M	Buy	32,245 +15,000	+87%	+$1.04M	0.51%	54
2023 Q2	$1.21M	Hold	17,245	–	–	0.29%	93
2023 Q1	$1.2M	Buy	+17,245	New	+$1.16M	0.32%	82

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

Consolidated Portfolio Review Corp's SO Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Southern Company (SO) in Q4 2025, closing a stake of 5,314 shares — an estimated $504K sold.

Consolidated Portfolio Review Corp first reported a position in SO in Q1 2023 and held it in 7 quarters. The position peaked at $2.26M in Q4 2023. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 5,314 Southern Company shares in Q4 2025, an estimated $504K.
Consolidated Portfolio Review Corp first reported a position in Southern Company in Q1 2023 and held it in 7 quarters.
Consolidated Portfolio Review Corp's Southern Company position peaked at $2.26M in Q4 2023.
2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.