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Global Financial Private Client’s Southern Company SO Stock Holding History

Global Financial Private Client’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
-320
Closed -$29.4K – 1384
2025
Q1 		$29.4K Buy
320
+19
+6% +$1.65K 0.01% 394
2024
Q4 		$24.8K Buy
301
+7
+2% +$614 0.01% 395
2024
Q3 		$26.5K Buy
+294
New +$25.1K 0.01% 391
2024
Q1 		– Sell
-233
Closed -$16.3K – 718
2023
Q4 		$16.3K Hold
233
– – 0.01% 405
2023
Q3 		$14.6K Hold
233
– – 0.01% 394
2023
Q2 		$16.4K Hold
233
– – 0.01% 385
2023
Q1 		$16.1K Hold
233
– – 0.01% 392
2022
Q4 		$16.6K Hold
233
– – 0.01% 369
2022
Q3 		$16.2K Buy
+233
New +$17.6K 0.01% 371
2020
Q3 		– Sell
-644
Closed -$34K – 505
2020
Q2 		$34K Sell
644
-77
-11% -$4.28K 0.03% 247
2020
Q1 		$36.2K Sell
721
-85
-11% -$5.38K 0.04% 244
2019
Q4 		$51.3K Buy
+806
New +$49.9K 0.04% 236

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 $134M AUM 21.11% 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 $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Global Financial Private Client's SO Position: Q2 2025 in Review

Global Financial Private Client sold out of Southern Company (SO) in Q2 2025, closing a stake of 320 shares — an estimated $29.4K sold.

Global Financial Private Client first reported a position in SO in Q4 2019 and held it in 12 quarters. The position peaked at $51.3K in Q4 2019. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Global Financial Private Client reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 320 Southern Company shares in Q2 2025, an estimated $29.4K.
  • Global Financial Private Client first reported a position in Southern Company in Q4 2019 and held it in 12 quarters.
  • Global Financial Private Client's Southern Company position peaked at $51.3K in Q4 2019.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.