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Fox Run Management’s Southern Company SO Stock Holding History

Fox Run 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
Q2 		– Sell
-6,715
Closed -$617K – 1207
2025
Q1 		$617K Buy
+6,715
New +$581K 0.1% 398
2024
Q3 		– Sell
-4,908
Closed -$381K – 1081
2024
Q2 		$381K Buy
+4,908
New +$372K 0.07% 498
2023
Q4 		– Sell
-6,470
Closed -$419K – 1004
2023
Q3 		$419K Buy
+6,470
New +$449K 0.12% 325
2022
Q4 		– Sell
-8,340
Closed -$567K – 864
2022
Q3 		$567K Buy
+8,340
New +$632K 0.22% 128
2021
Q4 		– Sell
-3,728
Closed -$231K – 686
2021
Q3 		$231K Buy
+3,728
New +$240K 0.15% 327
2020
Q3 		– Sell
-6,832
Closed -$354K – 308
2020
Q2 		$354K Buy
+6,832
New +$380K 0.47% 73
2019
Q2 		– Sell
-14,318
Closed -$740K – 612
2019
Q1 		$740K Buy
14,318
+5,033
+54% +$247K 0.42% 28
2018
Q4 		$408K Buy
+9,285
New +$422K 0.22% 176
2018
Q3 		– Sell
-11,744
Closed -$544K – 801
2018
Q2 		$544K Buy
+11,744
New +$526K 0.17% 208
2017
Q3 		– Sell
-22,400
Closed -$1.07M – 851
2017
Q2 		$1.07M Buy
22,400
+15,947
+247% +$800K 0.37% 30
2017
Q1 		$321K Buy
6,453
+853
+15% +$42.2K 0.13% 349
2016
Q4 		$275K Buy
+5,600
New +$275K 0.14% 326
2016
Q1 		– Sell
-5,800
Closed -$271K – 538
2015
Q4 		$271K Buy
+5,800
New +$263K 0.21% 198

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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fox Run Management's SO Position: Q2 2025 in Review

Fox Run Management sold out of Southern Company (SO) in Q2 2025, closing a stake of 6,715 shares — an estimated $617K sold.

Fox Run Management first reported a position in SO in Q4 2015 and held it in 13 quarters. The position peaked at $1.07M in Q2 2017. 2,182 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Fox Run Management reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
  • Fox Run Management sold 6,715 Southern Company shares in Q2 2025, an estimated $617K.
  • Fox Run Management first reported a position in Southern Company in Q4 2015 and held it in 13 quarters.
  • Fox Run Management's Southern Company position peaked at $1.07M in Q2 2017.
  • 2,182 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Fox Run Management's 13F filing for Q2 2025, filed 6 Aug 2025.