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Hemington Wealth Management’s Southern Company SO Stock Holding History

Hemington 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
Q3 		$95K Buy
1,012
+65
+7% +$6.07K 0.01% 248
2025
Q2 		$86K Buy
947
+9
+1% +$808 0.01% 242
2025
Q1 		$86K Buy
938
+25
+3% +$2.16K 0.01% 230
2024
Q4 		$75K Buy
913
+31
+4% +$2.72K 0.02% 238
2024
Q3 		$80K Buy
+882
New +$75.3K 0.02% 220

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Hemington Wealth Management's SO Position: Q3 2025 in Review

Hemington Wealth Management increased its Southern Company (SO) stake by 6.9% in Q3 2025, buying an estimated $6.07K and bringing the position to 1,012 shares worth $95K. The position accounts for 0.01% of the portfolio, ranked #248.

Hemington Wealth Management first reported a position in SO in Q3 2024 and has held it in 5 quarters since. 2,218 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Hemington Wealth Management held 1,012 shares of Southern Company worth $95K as of Q3 2025.
  • Hemington Wealth Management bought 65 Southern Company shares in Q3 2025, an estimated $6.07K.
  • Southern Company made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #248 holding.
  • Hemington Wealth Management first reported a position in Southern Company in Q3 2024 and has held it in 5 quarters since.
  • 2,218 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.