IC
SO icon

Iconiq Capital’s Southern Company SO Stock Holding History

Iconiq Capital’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 		– Sell
-5,872
Closed -$539K – 342
2025
Q2 		$539K Buy
5,872
+1,979
+51% +$178K 0.01% 171
2025
Q1 		$358K Sell
3,893
-152
-4% -$13.2K 0.01% 229
2024
Q4 		$333K Buy
4,045
+960
+31% +$84.2K 0.01% 217
2024
Q3 		$278K Buy
+3,085
New +$264K 0.01% 155

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 $3.38T AUM 44.17% 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

Iconiq Capital's SO Position: Q3 2025 in Review

Iconiq Capital sold out of Southern Company (SO) in Q3 2025, closing a stake of 5,872 shares — an estimated $539K sold.

Iconiq Capital first reported a position in SO in Q3 2024 and held it in 4 quarters. The position peaked at $539K in Q2 2025. 2,220 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Iconiq Capital reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • Iconiq Capital sold 5,872 Southern Company shares in Q3 2025, an estimated $539K.
  • Iconiq Capital first reported a position in Southern Company in Q3 2024 and held it in 4 quarters.
  • Iconiq Capital's Southern Company position peaked at $539K in Q2 2025.
  • 2,220 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Iconiq Capital's 13F filing for Q3 2025, filed 14 Nov 2025.