J. Hagan Capital’s Southern Company SO Stock Holding History

J. Hagan 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	-2,910	Closed	-$276K	–	86
2025 Q2	$276K	Buy	+2,910	New	+$261K	0.19%	65

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

J. Hagan Capital's SO Position: Q3 2025 in Review

J. Hagan Capital sold out of Southern Company (SO) in Q3 2025, closing a stake of 2,910 shares — an estimated $276K sold.

J. Hagan Capital first reported a position in SO in Q2 2025 and held it in 1 quarter. The position peaked at $276K in Q2 2025. 2,218 funds tracked by Wall St. Rank hold SO as of Q3 2025.

J. Hagan Capital reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
J. Hagan Capital sold 2,910 Southern Company shares in Q3 2025, an estimated $276K.
J. Hagan Capital first reported a position in Southern Company in Q2 2025 and held it in 1 quarter.
J. Hagan Capital's Southern Company position peaked at $276K in Q2 2025.
2,218 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on J. Hagan Capital's 13F filing for Q3 2025, filed 13 Nov 2025.