Driehaus Capital Management’s Southern Company SO Stock Holding History

Driehaus 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	-16,552	Closed	-$1.57M	–	480
2025 Q3	$1.57M	Hold	16,552	–	–	0.01%	358
2025 Q2	$1.52M	Buy	16,552 +6,146	+59%	+$552K	0.01%	343
2025 Q1	$957K	Buy	10,406 +6,262	+151%	+$542K	0.01%	348
2024 Q4	$341K	Sell	4,144 -2,249	-35%	-$197K	﹤0.01%	371
2024 Q3	$577K	Buy	6,393 +360	+6%	+$30.8K	﹤0.01%	339
2024 Q2	$468K	Buy	+6,033	New	+$457K	﹤0.01%	338
2016 Q4	–	Sell	-16,500	Closed	-$846K	–	636
2016 Q3	$846K	Buy	+16,500	New	+$869K	0.03%	372
2016 Q1	–	Sell	-4,900	Closed	-$229K	–	632
2015 Q4	$229K	Sell	4,900 -5,600	-53%	-$254K	0.01%	495
2015 Q3	$469K	Buy	+10,500	New	+$461K	0.02%	430

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

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

Driehaus Capital Management sold out of Southern Company (SO) in Q4 2025, closing a stake of 16,552 shares — an estimated $1.57M sold.

Driehaus Capital Management first reported a position in SO in Q3 2015 and held it in 9 quarters. The position peaked at $1.57M in Q3 2025. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

Driehaus Capital Management reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
Driehaus Capital Management sold 16,552 Southern Company shares in Q4 2025, an estimated $1.57M.
Driehaus Capital Management first reported a position in Southern Company in Q3 2015 and held it in 9 quarters.
Driehaus Capital Management's Southern Company position peaked at $1.57M in Q3 2025.
2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Driehaus Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.