Glass Jacobson Investment Advisors’s Southern Company SO Stock Holding History

Glass Jacobson Investment 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 Q2	–	Sell	-5,630	Closed	-$463K	–	805
2025 Q1	$463K	Hold	5,630	–	–	0.15%	149
2024 Q4	$463K	Buy	5,630 +46	+0.8%	+$4.04K	0.15%	149
2024 Q3	$504K	Hold	5,584	–	–	0.17%	142
2024 Q2	$433K	Hold	5,584	–	–	0.16%	145
2024 Q1	$401K	Hold	5,584	–	–	0.15%	150
2023 Q4	$392K	Hold	5,584	–	–	0.16%	146
2023 Q3	$361K	Hold	5,584	–	–	0.17%	146
2023 Q2	$392K	Buy	+5,584	New	+$400K	0.18%	141
2022 Q4	$407K	Buy	+5,694	New	+$381K	0.2%	135

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Glass Jacobson Investment Advisors's SO Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Southern Company (SO) in Q2 2025, closing a stake of 5,630 shares — an estimated $463K sold.

Glass Jacobson Investment Advisors first reported a position in SO in Q4 2022 and held it in 9 quarters. The position peaked at $504K in Q3 2024. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 5,630 Southern Company shares in Q2 2025, an estimated $463K.
Glass Jacobson Investment Advisors first reported a position in Southern Company in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's Southern Company position peaked at $504K in Q3 2024.
2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.