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Graybill Wealth Management’s Southern Company SO Stock Holding History

Graybill Wealth 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
-190
Closed -$17.5K – 159
2025
Q1 		$17.5K Buy
+190
New +$16.4K 0.01% 125
2022
Q3 		– Sell
-4,900
Closed -$349K – 50
2022
Q2 		$349K Sell
4,900
-2,244
-31% -$165K 0.19% 46
2022
Q1 		$518K Buy
+7,144
New +$484K 0.25% 43

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

Graybill Wealth Management's SO Position: Q2 2025 in Review

Graybill Wealth Management sold out of Southern Company (SO) in Q2 2025, closing a stake of 190 shares — an estimated $17.5K sold.

Graybill Wealth Management first reported a position in SO in Q1 2022 and held it in 3 quarters. The position peaked at $518K in Q1 2022. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Graybill Wealth Management reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
  • Graybill Wealth Management sold 190 Southern Company shares in Q2 2025, an estimated $17.5K.
  • Graybill Wealth Management first reported a position in Southern Company in Q1 2022 and held it in 3 quarters.
  • Graybill Wealth Management's Southern Company position peaked at $518K in Q1 2022.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Graybill Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.