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Financial Partners Group (Tennessee)’s Southern Company SO Stock Holding History

Financial Partners Group (Tennessee)’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 		$279K Sell
3,037
-2,677
-47% -$240K 0.1% 80
2025
Q1 		$525K Sell
5,714
-199
-3% -$17.2K 0.23% 64
2024
Q4 		$487K Buy
5,913
+2,999
+103% +$263K 0.2% 66
2024
Q3 		$263K Hold
2,914
– – 0.1% 88
2024
Q2 		$226K Buy
2,914
+87
+3% +$6.59K 0.09% 92
2024
Q1 		$203K Buy
+2,827
New +$195K 0.08% 94

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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Partners Group (Tennessee)'s SO Position: Q2 2025 in Review

Financial Partners Group (Tennessee) reduced its Southern Company (SO) stake by 47% in Q2 2025, selling an estimated $240K and leaving 3,037 shares worth $279K. The position accounts for 0.1% of the portfolio, ranked #80.

Financial Partners Group (Tennessee) first reported a position in SO in Q1 2024 and has held it in 6 quarters since. The position peaked at $525K in Q1 2025. 2,180 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Financial Partners Group (Tennessee) held 3,037 shares of Southern Company worth $279K as of Q2 2025.
  • Financial Partners Group (Tennessee) sold 2,677 Southern Company shares in Q2 2025, an estimated $240K.
  • Southern Company made up 0.1% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #80 holding.
  • Financial Partners Group (Tennessee) first reported a position in Southern Company in Q1 2024 and has held it in 6 quarters since.
  • Financial Partners Group (Tennessee)'s Southern Company position peaked at $525K in Q1 2025.
  • 2,180 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.