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Financial Advisors’s Southern Company SO Stock Holding History

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
Q3 		$377K Buy
3,977
+32
+0.8% +$2.99K 0.07% 59
2025
Q2 		$362K Buy
3,945
+33
+0.8% +$2.96K 0.07% 60
2025
Q1 		$360K Buy
3,912
+31
+0.8% +$2.68K 0.07% 53
2024
Q4 		$319K Buy
+3,881
New +$340K 0.06% 64

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

Financial Advisors's SO Position: Q3 2025 in Review

Financial Advisors increased its Southern Company (SO) stake by 0.81% in Q3 2025, buying an estimated $2.99K and bringing the position to 3,977 shares worth $377K. The position accounts for 0.07% of the portfolio, ranked #59.

Financial Advisors first reported a position in SO in Q4 2024 and has held it in 4 quarters since. 2,216 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Financial Advisors held 3,977 shares of Southern Company worth $377K as of Q3 2025.
  • Financial Advisors bought 32 Southern Company shares in Q3 2025, an estimated $2.99K.
  • Southern Company made up 0.07% of Financial Advisors's portfolio in Q3 2025, its #59 holding.
  • Financial Advisors first reported a position in Southern Company in Q4 2024 and has held it in 4 quarters since.
  • 2,216 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.