Guerra Advisors’s Southern Company SO Stock Holding History

Guerra 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 Q3	$77.7K	Buy	+820	New	+$76.6K	0.03%	138

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Guerra Advisors's SO Position: Q3 2025 in Review

Guerra Advisors opened a new position in Southern Company (SO) in Q3 2025: 820 shares worth $77.7K. The stake represents 0.03% of the portfolio and ranks #138 among its holdings.

2,216 funds tracked by Wall St. Rank hold SO as of Q3 2025.

Guerra Advisors held 820 shares of Southern Company worth $77.7K as of Q3 2025.
Southern Company was a new Guerra Advisors position in Q3 2025.
Southern Company made up 0.03% of Guerra Advisors's portfolio in Q3 2025, its #138 holding.
2,216 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.