FORA Capital’s Southern Company SO Stock Holding History

FORA Capital’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 Q4	–	Sell	-15,001	Closed	-$1.42M	–	639
2025 Q3	$1.42M	Buy	+15,001	New	+$1.4M	0.25%	102
2025 Q2	–	Sell	-6,135	Closed	-$564K	–	677
2025 Q1	$564K	Sell	6,135 -37,783	-86%	-$3.27M	0.06%	311
2024 Q4	$3.62M	Buy	+43,918	New	+$3.85M	0.41%	72
2024 Q1	–	Sell	-4,404	Closed	-$309K	–	555
2023 Q4	$309K	Buy	+4,404	New	+$302K	0.03%	384
2022 Q1	–	Sell	-5,813	Closed	-$399K	–	625
2021 Q4	$399K	Buy	+5,813	New	+$371K	0.15%	179
2021 Q2	–	Sell	-11,173	Closed	-$695K	–	1128
2021 Q1	$695K	Sell	11,173 -20,746	-65%	-$1.24M	0.23%	106
2020 Q4	$1.96M	Buy	+31,919	New	+$1.92M	0.3%	75
2020 Q3	–	Sell	-2,163	Closed	-$112K	–	956
2020 Q2	$112K	Buy	+2,163	New	+$120K	0.04%	460
2020 Q1	–	Sell	-104,214	Closed	-$6.64M	–	1314
2019 Q4	$6.64M	Buy	+104,214	New	+$6.46M	0.67%	23

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FORA Capital's SO Position: Q4 2025 in Review

FORA Capital sold out of Southern Company (SO) in Q4 2025, closing a stake of 15,001 shares — an estimated $1.42M sold.

FORA Capital first reported a position in SO in Q4 2019 and held it in 9 quarters. The position peaked at $6.64M in Q4 2019. 2,262 funds tracked by Wall St. Rank hold SO as of Q4 2025.

FORA Capital reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
FORA Capital sold 15,001 Southern Company shares in Q4 2025, an estimated $1.42M.
FORA Capital first reported a position in Southern Company in Q4 2019 and held it in 9 quarters.
FORA Capital's Southern Company position peaked at $6.64M in Q4 2019.
2,262 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on FORA Capital's 13F filing for Q4 2025, filed 13 Feb 2026.