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Legacy Wealth Management (Tennessee)’s Southern Company SO Stock Holding History

Legacy Wealth 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
Q3 		– Sell
-4,143
Closed -$380K – 31
2025
Q2 		$380K Hold
4,143
– – 0.02% 26
2025
Q1 		$381K Sell
4,143
-667
-14% -$57.7K 0.03% 29
2024
Q4 		$396K Hold
4,810
– – 0.03% 31
2024
Q3 		$434K Buy
+4,810
New +$411K 0.03% 30
2017
Q4 		– Sell
-7,352
Closed -$361K – 12
2017
Q3 		$361K Buy
+7,352
New +$356K 0.09% 10

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

Legacy Wealth Management (Tennessee)'s SO Position: Q3 2025 in Review

Legacy Wealth Management (Tennessee) sold out of Southern Company (SO) in Q3 2025, closing a stake of 4,143 shares — an estimated $380K sold.

Legacy Wealth Management (Tennessee) first reported a position in SO in Q3 2017 and held it in 5 quarters. The position peaked at $434K in Q3 2024. 2,218 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Legacy Wealth Management (Tennessee) reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 4,143 Southern Company shares in Q3 2025, an estimated $380K.
  • Legacy Wealth Management (Tennessee) first reported a position in Southern Company in Q3 2017 and held it in 5 quarters.
  • Legacy Wealth Management (Tennessee)'s Southern Company position peaked at $434K in Q3 2024.
  • 2,218 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q3 2025, filed 10 Oct 2025.