Logan Capital Management’s Southern Company SO Stock Holding History

Logan Capital Management’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	-116	Closed	-$11K	–	442
2025 Q3	$11K	Sell	116 -105	-48%	-$9.8K	﹤0.01%	346
2025 Q2	$20.3K	Hold	221	–	–	﹤0.01%	332
2025 Q1	$20.3K	Hold	221	–	–	﹤0.01%	373
2024 Q4	$18.2K	Buy	221 +11	+5%	+$965	﹤0.01%	380
2024 Q3	$18.9K	Hold	210	–	–	﹤0.01%	379
2024 Q2	$16.3K	Hold	210	–	–	﹤0.01%	378
2024 Q1	$15.1K	Hold	210	–	–	﹤0.01%	385
2023 Q4	$14.7K	Sell	210 -210	-50%	-$14.4K	﹤0.01%	397
2023 Q3	$27.2K	Hold	420	–	–	﹤0.01%	371
2023 Q2	$29.5K	Hold	420	–	–	﹤0.01%	363
2023 Q1	$29.2K	Hold	420	–	–	﹤0.01%	373
2022 Q4	$30K	Sell	420 -280	-40%	-$18.7K	﹤0.01%	376
2022 Q3	$48K	Sell	700 -64	-8%	-$4.85K	﹤0.01%	348
2022 Q2	$54K	Hold	764	–	–	﹤0.01%	345
2022 Q1	$55K	Hold	764	–	–	﹤0.01%	359
2021 Q4	$52K	Buy	764 +64	+9%	+$4.08K	﹤0.01%	361
2021 Q3	$43K	Hold	700	–	–	﹤0.01%	369
2021 Q2	$42K	Sell	700 -850	-55%	-$54.4K	﹤0.01%	363
2021 Q1	$96K	Buy	+1,550	New	+$92.8K	﹤0.01%	310

Other funds holding SO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Logan Capital Management's SO Position: Q4 2025 in Review

Logan Capital Management sold out of Southern Company (SO) in Q4 2025, closing a stake of 116 shares — an estimated $11K sold.

Logan Capital Management first reported a position in SO in Q1 2021 and held it in 19 quarters. The position peaked at $96K in Q1 2021. 2,262 funds tracked by Wall St. Rank hold SO as of Q4 2025.

Logan Capital Management reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
Logan Capital Management sold 116 Southern Company shares in Q4 2025, an estimated $11K.
Logan Capital Management first reported a position in Southern Company in Q1 2021 and held it in 19 quarters.
Logan Capital Management's Southern Company position peaked at $96K in Q1 2021.
2,262 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.