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Lowe Wealth Advisors’s Southern Company SO Stock Holding History

Lowe Wealth Advisors’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 		$6.92K Hold
73
– – ﹤0.01% 273
2025
Q2 		$6.7K Hold
73
– – ﹤0.01% 271
2025
Q1 		$6.71K Hold
73
– – ﹤0.01% 270
2024
Q4 		$6.01K Buy
+73
New +$6.4K ﹤0.01% 263
2016
Q4 		– Sell
-500
Closed -$26K – 249
2016
Q3 		$26K Buy
+500
New +$26.3K 0.02% 85

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

Lowe Wealth Advisors's SO Position: Q3 2025 in Review

Lowe Wealth Advisors held its Southern Company (SO) position steady in Q3 2025 at 73 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Lowe Wealth Advisors first reported a position in SO in Q3 2016 and has held it in 5 quarters since. The position peaked at $26K in Q3 2016. 2,218 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Lowe Wealth Advisors held 73 shares of Southern Company worth $6.92K as of Q3 2025.
  • Lowe Wealth Advisors left its Southern Company share count unchanged in Q3 2025.
  • Southern Company made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #273 holding.
  • Lowe Wealth Advisors first reported a position in Southern Company in Q3 2016 and has held it in 5 quarters since.
  • Lowe Wealth Advisors's Southern Company position peaked at $26K in Q3 2016.
  • 2,218 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.