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Financial Advocates Investment Management’s Southern Company SO Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-7,463
Closed -$685K – 512
2025
Q2 		$685K Sell
7,463
-2,279
-23% -$205K 0.06% 292
2025
Q1 		$896K Buy
9,742
+255
+3% +$22.1K 0.06% 301
2024
Q4 		$781K Sell
9,487
-867
-8% -$76.1K 0.04% 356
2024
Q3 		$934K Sell
10,354
-978
-9% -$83.5K 0.05% 320
2024
Q2 		$879K Sell
11,332
-1,030
-8% -$78.1K 0.05% 315
2024
Q1 		$887K Buy
12,362
+285
+2% +$19.7K 0.05% 329
2023
Q4 		$847K Buy
12,077
+448
+4% +$30.8K 0.06% 317
2023
Q3 		$753K Buy
11,629
+857
+8% +$59.5K 0.05% 324
2023
Q2 		$757K Sell
10,772
-114
-1% -$8.18K 0.05% 314
2023
Q1 		$757K Buy
10,886
+16
+0.1% +$1.08K 0.05% 343
2022
Q4 		$776K Buy
10,870
+1,306
+14% +$87.3K 0.06% 343
2022
Q3 		$544K Sell
9,564
-916
-9% -$69.4K 0.04% 396
2022
Q2 		$748K Buy
10,480
+1,259
+14% +$92.4K 0.06% 314
2022
Q1 		$669K Sell
9,221
-267
-3% -$18.1K 0.04% 386
2021
Q4 		$650K Sell
9,488
-442
-4% -$28.2K 0.04% 429
2021
Q3 		$616K Sell
9,930
-131
-1% -$8.43K 0.04% 431
2021
Q2 		$608K Sell
10,061
-1,246
-11% -$79.7K 0.04% 438
2021
Q1 		$646K Sell
11,307
-109
-1% -$6.53K 0.05% 423
2020
Q4 		$701K Buy
11,416
+211
+2% +$12.7K 0.05% 376
2020
Q3 		$607K Sell
11,205
-1,034
-8% -$55.3K 0.05% 339
2020
Q2 		$635K Buy
12,239
+5,590
+84% +$311K 0.06% 323
2020
Q1 		$360K Sell
6,649
-5,008
-43% -$317K 0.05% 323
2019
Q4 		$743K Sell
11,657
-82
-0.7% -$5.08K 0.08% 246
2019
Q3 		$726K Sell
11,739
-22
-0.2% -$1.27K 0.08% 229
2019
Q2 		$650K Buy
11,761
+7
+0.1% +$375 0.08% 238
2019
Q1 		$607K Buy
11,754
+390
+3% +$19.1K 0.08% 239
2018
Q4 		$500K Sell
11,364
-349
-3% -$15.9K 0.07% 244
2018
Q3 		$511K Sell
11,713
-1,597
-12% -$73.6K 0.06% 282
2018
Q2 		$624K Buy
13,310
+3,001
+29% +$134K 0.08% 234
2018
Q1 		$460K Sell
10,309
-3,722
-27% -$165K 0.06% 268
2017
Q4 		$675K Buy
+14,031
New +$715K 0.09% 217

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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Financial Advocates Investment Management's SO Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Southern Company (SO) in Q3 2025, closing a stake of 7,463 shares — an estimated $685K sold.

Financial Advocates Investment Management first reported a position in SO in Q4 2017 and held it in 31 quarters. The position peaked at $934K in Q3 2024. 2,217 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 7,463 Southern Company shares in Q3 2025, an estimated $685K.
  • Financial Advocates Investment Management first reported a position in Southern Company in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's Southern Company position peaked at $934K in Q3 2024.
  • 2,217 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.