Donald L. Hagan LLC’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $520K | Hold |
5,484
| – | – | 0.26% | 73 |
|
|
2025
Q2 | $504K | Sell |
5,484
-1
| -0% | -$90 | 0.25% | 73 |
|
|
2025
Q1 | $504K | Buy |
5,485
+1
| +0% | +$87 | 0.26% | 74 |
|
|
2024
Q4 | $451K | Hold |
5,484
| – | – | 0.23% | 75 |
|
|
2024
Q3 | $495K | Hold |
5,484
| – | – | 0.25% | 74 |
|
|
2024
Q2 | $425K | Hold |
5,484
| – | – | 0.23% | 72 |
|
|
2024
Q1 | $393K | Hold |
5,484
| – | – | 0.2% | 81 |
|
|
2023
Q4 | $385K | Buy |
5,484
+1
| +0% | +$69 | 0.21% | 75 |
|
|
2023
Q3 | $355K | Hold |
5,483
| – | – | 0.21% | 78 |
|
|
2023
Q2 | $385K | Buy |
5,483
+221
| +4% | +$15.8K | 0.22% | 73 |
|
|
2023
Q1 | $366K | Hold |
5,262
| – | – | 0.2% | 75 |
|
|
2022
Q4 | $376K | Buy |
5,262
+1
| +0% | +$67 | 0.24% | 69 |
|
|
2022
Q3 | $358K | Sell |
5,261
-320
| -6% | -$24.2K | 0.25% | 74 |
|
|
2022
Q2 | $398K | Hold |
5,581
| – | – | 0.25% | 76 |
|
|
2022
Q1 | $405K | Hold |
5,581
| – | – | 0.23% | 82 |
|
|
2021
Q4 | $383K | Buy |
5,581
+1
| +0% | +$64 | 0.2% | 83 |
|
|
2021
Q3 | $346K | Hold |
5,580
| – | – | 0.2% | 81 |
|
|
2021
Q2 | $338K | Hold |
5,580
| – | – | 0.2% | 82 |
|
|
2021
Q1 | $347K | Hold |
5,580
| – | – | 0.23% | 79 |
|
|
2020
Q4 | $343K | Sell |
5,580
-109
| -2% | -$6.55K | 0.25% | 72 |
|
|
2020
Q3 | $308K | Buy |
5,689
+1
| +0% | +$53 | 0.24% | 69 |
|
|
2020
Q2 | $295K | Hold |
5,688
| – | – | 0.26% | 70 |
|
|
2020
Q1 | $318K | Hold |
5,688
| – | – | 0.29% | 69 |
|
|
2019
Q4 | $387K | Hold |
5,688
| – | – | 0.34% | 69 |
|
|
2019
Q3 | $347K | Buy |
5,688
+1
| +0% | +$58 | 0.28% | 74 |
|
|
2019
Q2 | $314K | Hold |
5,687
| – | – | 0.27% | 74 |
|
|
2019
Q1 | $294K | Buy |
5,687
+109
| +2% | +$5.34K | 0.25% | 76 |
|
|
2018
Q4 | $245K | Hold |
5,578
| – | – | 0.23% | 70 |
|
|
2018
Q3 | $243K | Buy |
+5,578
| New | +$257K | 0.19% | 77 |
|
|
2017
Q2 | – | Sell |
-4,569
| Closed | -$227K | – | 78 |
|
|
2017
Q1 | $227K | Hold |
4,569
| – | – | 0.22% | 69 |
|
|
2016
Q4 | $225K | Sell |
4,569
-58
| -1% | -$2.85K | 0.21% | 70 |
|
|
2016
Q3 | $237K | Hold |
4,627
| – | – | 0.23% | 62 |
|
|
2016
Q2 | $248K | Sell |
4,627
-124
| -3% | -$6.24K | 0.24% | 75 |
|
|
2016
Q1 | $246K | Buy |
4,751
+1
| +0% | +$49 | 0.23% | 66 |
|
|
2015
Q4 | $222K | Sell |
4,750
-381
| -7% | -$17.3K | 0.22% | 66 |
|
|
2015
Q3 | $229K | Buy |
+5,131
| New | +$225K | 0.21% | 64 |
|
|
2015
Q2 | – | Sell |
-4,620
| Closed | -$205K | – | 81 |
|
|
2015
Q1 | $205K | Buy |
+4,620
| New | +$219K | 0.2% | 74 |
|
Other funds holding SO
Donald L. Hagan LLC's SO Position: Q3 2025 in Review
Donald L. Hagan LLC held its Southern Company (SO) position steady in Q3 2025 at 5,484 shares worth $520K. The position accounts for 0.26% of the portfolio, ranked #73.
Donald L. Hagan LLC first reported a position in SO in Q1 2015 and has held it in 37 quarters since. 2,215 funds tracked by Wall St. Rank hold SO as of Q3 2025.
- Donald L. Hagan LLC held 5,484 shares of Southern Company worth $520K as of Q3 2025.
- Donald L. Hagan LLC left its Southern Company share count unchanged in Q3 2025.
- Southern Company made up 0.26% of Donald L. Hagan LLC's portfolio in Q3 2025, its #73 holding.
- Donald L. Hagan LLC first reported a position in Southern Company in Q1 2015 and has held it in 37 quarters since.
- 2,215 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.
Based on Donald L. Hagan LLC's 13F filing for Q3 2025, filed 16 Oct 2025.