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Lindbrook Capital’s Southern Company SO Stock Holding History

Lindbrook 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
Q1 		$552K Buy
6,008
+159
+3% +$13.8K 0.05% 211
2024
Q4 		$481K Buy
5,849
+957
+20% +$84K 0.04% 222
2024
Q3 		$441K Sell
4,892
-99
-2% -$8.46K 0.04% 241
2024
Q2 		$387K Buy
4,991
+1,027
+26% +$77.8K 0.04% 237
2024
Q1 		$284K Sell
3,964
-1,177
-23% -$81.2K 0.03% 294
2023
Q4 		$360K Buy
5,141
+1,801
+54% +$124K 0.04% 245
2023
Q3 		$216K Buy
3,340
+26
+0.8% +$1.8K 0.02% 301
2023
Q2 		$233K Buy
3,314
+118
+4% +$8.46K 0.02% 293
2023
Q1 		$222K Buy
3,196
+1,047
+49% +$70.5K 0.03% 293
2022
Q4 		$153K Sell
2,149
-473
-18% -$31.6K 0.02% 393
2022
Q3 		$178K Buy
2,622
+532
+25% +$40.3K 0.03% 288
2022
Q2 		$149K Buy
2,090
+427
+26% +$31.4K 0.02% 352
2022
Q1 		$121K Buy
1,663
+204
+14% +$13.8K 0.02% 408
2021
Q4 		$100K Buy
1,459
+493
+51% +$31.4K 0.02% 494
2021
Q3 		$60K Hold
966
– – 0.02% 396
2021
Q2 		$58K Hold
966
– – 0.01% 425
2021
Q1 		$60K Buy
966
+88
+10% +$5.27K 0.01% 387
2020
Q4 		$54K Buy
878
+68
+8% +$4.09K 0.01% 388
2020
Q3 		$44K Sell
810
-25
-3% -$1.34K 0.01% 386
2020
Q2 		$43K Sell
835
-64
-7% -$3.56K 0.01% 397
2020
Q1 		$49K Buy
899
+203
+29% +$12.9K 0.02% 326
2019
Q4 		$44K Hold
696
– – 0.02% 485
2019
Q3 		$43K Buy
696
+2
+0.3% +$116 0.02% 473
2019
Q2 		$38K Hold
694
– – 0.01% 502
2019
Q1 		$35K Sell
694
-148
-18% -$7.25K 0.01% 521
2018
Q4 		$36K Buy
+842
New +$38.3K 0.02% 445

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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lindbrook Capital's SO Position: Q1 2025 in Review

Lindbrook Capital increased its Southern Company (SO) stake by 2.7% in Q1 2025, buying an estimated $13.8K and bringing the position to 6,008 shares worth $552K. The position accounts for 0.05% of the portfolio, ranked #211.

Lindbrook Capital first reported a position in SO in Q4 2018 and has held it in 26 quarters since. 2,202 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Lindbrook Capital held 6,008 shares of Southern Company worth $552K as of Q1 2025.
  • Lindbrook Capital bought 159 Southern Company shares in Q1 2025, an estimated $13.8K.
  • Southern Company made up 0.05% of Lindbrook Capital's portfolio in Q1 2025, its #211 holding.
  • Lindbrook Capital first reported a position in Southern Company in Q4 2018 and has held it in 26 quarters since.
  • 2,202 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.