Lokken Investment Group’s Southern Company SO Stock Holding History

Lokken Investment Group’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	$462K	Buy	4,873 +176	+4%	+$16.4K	0.16%	94
2025 Q2	$431K	Sell	4,697 -264	-5%	-$23.7K	0.17%	91
2025 Q1	$456K	Buy	4,961 +218	+5%	+$18.9K	0.19%	84
2024 Q4	$390K	Sell	4,743 -54	-1%	-$4.74K	0.17%	90
2024 Q3	$433K	Buy	4,797 +12	+0.3%	+$1.02K	0.18%	96
2024 Q2	$371K	Hold	4,785	–	–	0.17%	96
2024 Q1	$343K	Sell	4,785 -9	-0.2%	-$621	0.17%	100
2023 Q4	$336K	Hold	4,794	–	–	0.19%	95
2023 Q3	$310K	Sell	4,794 -73	-1%	-$5.07K	0.2%	96
2023 Q2	$342K	Hold	4,867	–	–	0.22%	94
2023 Q1	$339K	Buy	4,867 +166	+4%	+$11.2K	0.26%	89
2022 Q4	$336K	Hold	4,701	–	–	0.27%	85
2022 Q3	$320K	Hold	4,701	–	–	0.28%	80
2022 Q2	$335K	Hold	4,701	–	–	0.27%	79
2022 Q1	$345K	Hold	4,701	–	–	0.27%	87
2021 Q4	$322K	Hold	4,701	–	–	0.23%	95
2021 Q3	$291K	Hold	4,701	–	–	0.23%	92
2021 Q2	$284K	Hold	4,701	–	–	0.23%	92
2021 Q1	$292K	Hold	4,701	–	–	0.26%	87
2020 Q4	$289K	Buy	+4,701	New	+$283K	0.26%	70

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

Lokken Investment Group's SO Position: Q3 2025 in Review

Lokken Investment Group increased its Southern Company (SO) stake by 3.7% in Q3 2025, buying an estimated $16.4K and bringing the position to 4,873 shares worth $462K. The position accounts for 0.16% of the portfolio, ranked #94.

Lokken Investment Group first reported a position in SO in Q4 2020 and has held it in 20 quarters since. 2,218 funds tracked by Wall St. Rank hold SO as of Q3 2025.

Lokken Investment Group held 4,873 shares of Southern Company worth $462K as of Q3 2025.
Lokken Investment Group bought 176 Southern Company shares in Q3 2025, an estimated $16.4K.
Southern Company made up 0.16% of Lokken Investment Group's portfolio in Q3 2025, its #94 holding.
Lokken Investment Group first reported a position in Southern Company in Q4 2020 and has held it in 20 quarters since.
2,218 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.