Edge Financial Advisors’s Southern Company SO Stock Holding History

Edge Financial Advisors’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	$1.14M	Buy	13,044 +626	+5%	+$57.1K	0.48%	45
2025 Q3	$1.18M	Buy	12,418 +1,274	+11%	+$119K	0.53%	41
2025 Q2	$1.02M	Buy	11,144 +926	+9%	+$83.2K	0.54%	38
2025 Q1	$940K	Buy	10,218 +82	+0.8%	+$7.1K	0.59%	34
2024 Q4	$834K	Buy	10,136 +62	+0.6%	+$5.44K	0.75%	42
2024 Q3	$908K	Buy	10,074 +429	+4%	+$36.6K	0.81%	42
2024 Q2	$748K	Buy	9,645 +207	+2%	+$15.7K	0.77%	43
2024 Q1	$677K	Buy	+9,438	New	+$652K	0.6%	52

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Edge Financial Advisors's SO Position: Q4 2025 in Review

Edge Financial Advisors increased its Southern Company (SO) stake by 5% in Q4 2025, buying an estimated $57.1K and bringing the position to 13,044 shares worth $1.14M. The position accounts for 0.48% of the portfolio, ranked #45.

Edge Financial Advisors first reported a position in SO in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q3 2025. 2,262 funds tracked by Wall St. Rank hold SO as of Q4 2025.

Edge Financial Advisors held 13,044 shares of Southern Company worth $1.14M as of Q4 2025.
Edge Financial Advisors bought 626 Southern Company shares in Q4 2025, an estimated $57.1K.
Southern Company made up 0.48% of Edge Financial Advisors's portfolio in Q4 2025, its #45 holding.
Edge Financial Advisors first reported a position in Southern Company in Q1 2024 and has held it in 8 quarters since.
Edge Financial Advisors's Southern Company position peaked at $1.18M in Q3 2025.
2,262 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.