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Creekmur Asset Management’s Southern Company SO Stock Holding History

Creekmur Asset 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 		$17.6K Buy
186
+1
+0.5% +$93 ﹤0.01% 454
2025
Q2 		$17K Buy
185
+158
+585% +$14.2K ﹤0.01% 457
2025
Q1 		$2.48K Sell
27
-31
-53% -$2.68K ﹤0.01% 587
2024
Q4 		$4.76K Hold
58
– – ﹤0.01% 501
2024
Q3 		$5.21K Sell
58
-39
-40% -$3.33K ﹤0.01% 529
2024
Q2 		$7.5K Buy
97
+31
+47% +$2.35K ﹤0.01% 540
2024
Q1 		$4.76K Sell
66
-1,056
-94% -$72.9K ﹤0.01% 565
2023
Q4 		$78.7K Buy
+1,122
New +$77K 0.02% 235

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 $3.38T AUM 44.17% 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

Creekmur Asset Management's SO Position: Q3 2025 in Review

Creekmur Asset Management increased its Southern Company (SO) stake by 0.54% in Q3 2025, buying an estimated $93 and bringing the position to 186 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Creekmur Asset Management first reported a position in SO in Q4 2023 and has held it in 8 quarters since. The position peaked at $78.7K in Q4 2023. 2,220 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Creekmur Asset Management held 186 shares of Southern Company worth $17.6K as of Q3 2025.
  • Creekmur Asset Management bought 1 Southern Company share in Q3 2025, an estimated $93.
  • Southern Company made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #454 holding.
  • Creekmur Asset Management first reported a position in Southern Company in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's Southern Company position peaked at $78.7K in Q4 2023.
  • 2,220 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.