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Highland Capital Management (Tennessee)’s Southern Company SO Stock Holding History

Highland Capital Management (Tennessee)’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
Q4 		– Sell
-2,150
Closed -$204K – 453
2025
Q3 		$204K Buy
+2,150
New +$201K 0.01% 403
2015
Q4 		– Sell
-900
Closed -$40K – 520
2015
Q3 		$40K Hold
900
– – ﹤0.01% 397
2015
Q2 		$38K Buy
+900
New +$39.2K ﹤0.01% 412

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 $865B AUM 30.76% 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 $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Highland Capital Management (Tennessee)'s SO Position: Q4 2025 in Review

Highland Capital Management (Tennessee) sold out of Southern Company (SO) in Q4 2025, closing a stake of 2,150 shares — an estimated $204K sold.

Highland Capital Management (Tennessee) first reported a position in SO in Q2 2015 and held it in 3 quarters. The position peaked at $204K in Q3 2025. 2,266 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Highland Capital Management (Tennessee) reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
  • Highland Capital Management (Tennessee) sold 2,150 Southern Company shares in Q4 2025, an estimated $204K.
  • Highland Capital Management (Tennessee) first reported a position in Southern Company in Q2 2015 and held it in 3 quarters.
  • Highland Capital Management (Tennessee)'s Southern Company position peaked at $204K in Q3 2025.
  • 2,266 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q4 2025, filed 2 Feb 2026.