Fiducient Advisors’s Southern Company SO Stock Holding History

Fiducient 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 Q2	–	Sell	-4,253	Closed	-$391K	–	173
2025 Q1	$391K	Buy	+4,253	New	+$368K	0.05%	108

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fiducient Advisors's SO Position: Q2 2025 in Review

Fiducient Advisors sold out of Southern Company (SO) in Q2 2025, closing a stake of 4,253 shares — an estimated $391K sold.

Fiducient Advisors first reported a position in SO in Q1 2025 and held it in 1 quarter. The position peaked at $391K in Q1 2025. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

Fiducient Advisors reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
Fiducient Advisors sold 4,253 Southern Company shares in Q2 2025, an estimated $391K.
Fiducient Advisors first reported a position in Southern Company in Q1 2025 and held it in 1 quarter.
Fiducient Advisors's Southern Company position peaked at $391K in Q1 2025.
2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Fiducient Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.