DDD Partners’s Southern Company SO Stock Holding History

DDD Partners’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	–	Sell	-219,704	Closed	-$20.2M	–	136
2025 Q2	$20.2M	Sell	219,704 -31,878	-13%	-$2.86M	2.16%	18
2025 Q1	$23.1M	Sell	251,582 -8,447	-3%	-$731K	2.81%	11
2024 Q4	$21.4M	Sell	260,029 -6,892	-3%	-$605K	2.63%	17
2024 Q3	$24.1M	Sell	266,921 -28,821	-10%	-$2.46M	2.61%	11
2024 Q2	$22.9M	Buy	295,742 +1,691	+0.6%	+$128K	2.66%	9
2024 Q1	$21.1M	Buy	+294,051	New	+$20.3M	2.58%	12

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

DDD Partners's SO Position: Q3 2025 in Review

DDD Partners sold out of Southern Company (SO) in Q3 2025, closing a stake of 219,704 shares — an estimated $20.2M sold.

DDD Partners first reported a position in SO in Q1 2024 and held it in 6 quarters. The position peaked at $24.1M in Q3 2024. 2,216 funds tracked by Wall St. Rank hold SO as of Q3 2025.

DDD Partners reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
DDD Partners sold 219,704 Southern Company shares in Q3 2025, an estimated $20.2M.
DDD Partners first reported a position in Southern Company in Q1 2024 and held it in 6 quarters.
DDD Partners's Southern Company position peaked at $24.1M in Q3 2024.
2,216 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on DDD Partners's 13F filing for Q3 2025, filed 6 Nov 2025.