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Hopwood Financial Services’s Southern Company SO Stock Holding History

Hopwood Financial Services’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
-950
Closed -$90K – 257
2025
Q3 		$90K Hold
950
– – 0.06% 126
2025
Q2 		$87.2K Hold
950
– – 0.07% 120
2025
Q1 		$87.4K Sell
950
-380
-29% -$32.9K 0.07% 118
2024
Q4 		$109K Buy
+1,330
New +$117K 0.08% 106

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Hopwood Financial Services's SO Position: Q4 2025 in Review

Hopwood Financial Services sold out of Southern Company (SO) in Q4 2025, closing a stake of 950 shares — an estimated $90K sold.

Hopwood Financial Services first reported a position in SO in Q4 2024 and held it in 4 quarters. The position peaked at $109K in Q4 2024. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Hopwood Financial Services reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 950 Southern Company shares in Q4 2025, an estimated $90K.
  • Hopwood Financial Services first reported a position in Southern Company in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Southern Company position peaked at $109K in Q4 2024.
  • 2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.