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Exchange Capital Management’s Southern Company SO Stock Holding History

Exchange 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
Q2 		$287K Buy
3,120
+251
+9% +$22.5K 0.04% 190
2025
Q1 		$264K Sell
2,869
-65
-2% -$5.63K 0.04% 193
2024
Q4 		$242K Sell
2,934
-100
-3% -$8.77K 0.04% 203
2024
Q3 		$274K Sell
3,034
-22
-0.7% -$1.88K 0.04% 180
2024
Q2 		$237K Hold
3,056
– – 0.04% 187
2024
Q1 		$219K Buy
3,056
+22
+0.7% +$1.52K 0.04% 182
2023
Q4 		$213K Buy
+3,034
New +$208K 0.04% 178
2018
Q4 		– Sell
-700
Closed -$31K – 245
2018
Q3 		$31K Hold
700
– – 0.01% 182
2018
Q2 		$32K Buy
+700
New +$31.3K 0.01% 180
2018
Q1 		– Sell
-9,536
Closed -$459K – 271
2017
Q4 		$459K Sell
9,536
-4,110
-30% -$209K 0.14% 118
2017
Q3 		$671K Sell
13,646
-845
-6% -$41K 0.22% 87
2017
Q2 		$694K Sell
14,491
-9,882
-41% -$495K 0.23% 79
2017
Q1 		$1.21M Sell
24,373
-3,225
-12% -$159K 0.44% 52
2016
Q4 		$1.36M Buy
27,598
+68
+0.2% +$3.34K 0.52% 52
2016
Q3 		$1.41M Buy
+27,530
New +$1.45M 0.55% 52
2016
Q2 		– Sell
-25,828
Closed -$1.34M – 248
2016
Q1 		$1.34M Buy
25,828
+43
+0.2% +$2.1K 0.58% 50
2015
Q4 		$1.21M Buy
25,785
+114
+0.4% +$5.17K 0.51% 52
2015
Q3 		$1.15M Buy
25,671
+356
+1% +$15.6K 0.53% 54
2015
Q2 		$1.06M Buy
25,315
+275
+1% +$12K 0.43% 62
2015
Q1 		$1.11M Buy
25,040
+24,853
+13,290% +$1.18M 0.45% 60
2014
Q4 		$8K Buy
+187
New +$8.83K ﹤0.01% 185

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Exchange Capital Management's SO Position: Q2 2025 in Review

Exchange Capital Management increased its Southern Company (SO) stake by 8.7% in Q2 2025, buying an estimated $22.5K and bringing the position to 3,120 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #190.

Exchange Capital Management first reported a position in SO in Q4 2014 and has held it in 21 quarters since. The position peaked at $1.41M in Q3 2016. 2,182 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Exchange Capital Management held 3,120 shares of Southern Company worth $287K as of Q2 2025.
  • Exchange Capital Management bought 251 Southern Company shares in Q2 2025, an estimated $22.5K.
  • Southern Company made up 0.04% of Exchange Capital Management's portfolio in Q2 2025, its #190 holding.
  • Exchange Capital Management first reported a position in Southern Company in Q4 2014 and has held it in 21 quarters since.
  • Exchange Capital Management's Southern Company position peaked at $1.41M in Q3 2016.
  • 2,182 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.