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Cutler Capital Management’s Southern Company SO Stock Holding History

Cutler Capital 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
Q4 		– Sell
-1,184
Closed -$112K – 128
2025
Q3 		$112K Buy
+1,184
New +$111K 0.04% 120
2025
Q2 		– Sell
-1,258
Closed -$116K – 121
2025
Q1 		$116K Buy
+1,258
New +$109K 0.04% 113

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

Cutler Capital Management's SO Position: Q4 2025 in Review

Cutler Capital Management sold out of Southern Company (SO) in Q4 2025, closing a stake of 1,184 shares — an estimated $112K sold.

Cutler Capital Management first reported a position in SO in Q1 2025 and held it in 2 quarters. The position peaked at $116K in Q1 2025. 2,262 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Cutler Capital Management reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
  • Cutler Capital Management sold 1,184 Southern Company shares in Q4 2025, an estimated $112K.
  • Cutler Capital Management first reported a position in Southern Company in Q1 2025 and held it in 2 quarters.
  • Cutler Capital Management's Southern Company position peaked at $116K in Q1 2025.
  • 2,262 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Cutler Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.