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EWG Elevate’s Southern Company SO Stock Holding History

EWG Elevate’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
-5,316
Closed -$488K – 161
2025
Q2 		$488K Buy
5,316
+649
+14% +$58.3K 0.15% 94
2025
Q1 		$429K Buy
4,667
+3
+0.1% +$260 0.16% 81
2024
Q4 		$384K Hold
4,664
– – 0.12% 108
2024
Q3 		$421K Buy
4,664
+9
+0.2% +$769 0.17% 74
2024
Q2 		$361K Buy
4,655
+632
+16% +$47.9K 0.13% 99
2024
Q1 		$289K Sell
4,023
-30
-0.7% -$2.07K 0.11% 101
2023
Q4 		$284K Sell
4,053
-467
-10% -$32.1K 0.12% 83
2023
Q3 		$293K Buy
+4,520
New +$314K 0.13% 74
2023
Q1 		– Sell
-668
Closed -$47.7K – 656
2022
Q4 		$47.7K Buy
+668
New +$44.7K 0.02% 189

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

EWG Elevate's SO Position: Q3 2025 in Review

EWG Elevate sold out of Southern Company (SO) in Q3 2025, closing a stake of 5,316 shares — an estimated $488K sold.

EWG Elevate first reported a position in SO in Q4 2022 and held it in 9 quarters. The position peaked at $488K in Q2 2025. 2,215 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • EWG Elevate reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • EWG Elevate sold 5,316 Southern Company shares in Q3 2025, an estimated $488K.
  • EWG Elevate first reported a position in Southern Company in Q4 2022 and held it in 9 quarters.
  • EWG Elevate's Southern Company position peaked at $488K in Q2 2025.
  • 2,215 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.