Drucker Wealth 3.0’s Southern Company SO Stock Holding History

Drucker Wealth 3.0’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	-2,419	Closed	-$229K	–	278
2025 Q3	$229K	Buy	+2,419	New	+$226K	0.04%	235

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

Drucker Wealth 3.0's SO Position: Q4 2025 in Review

Drucker Wealth 3.0 sold out of Southern Company (SO) in Q4 2025, closing a stake of 2,419 shares — an estimated $229K sold.

Drucker Wealth 3.0 first reported a position in SO in Q3 2025 and held it in 1 quarter. The position peaked at $229K in Q3 2025. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

Drucker Wealth 3.0 reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
Drucker Wealth 3.0 sold 2,419 Southern Company shares in Q4 2025, an estimated $229K.
Drucker Wealth 3.0 first reported a position in Southern Company in Q3 2025 and held it in 1 quarter.
Drucker Wealth 3.0's Southern Company position peaked at $229K in Q3 2025.
2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Drucker Wealth 3.0's 13F filing for Q4 2025, filed 3 Feb 2026.