MWM
SO icon

Maripau Wealth Management’s Southern Company SO Stock Holding History

Maripau Wealth 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
Q3 		– Sell
-2,722
Closed -$250K – 157
2025
Q2 		$250K Buy
2,722
+52
+2% +$4.67K 0.13% 136
2025
Q1 		$245K Sell
2,670
-14
-0.5% -$1.21K 0.14% 115
2024
Q4 		$221K Buy
+2,684
New +$235K 0.13% 126
2024
Q3 		– Sell
-3,069
Closed -$238K – 119
2024
Q2 		$238K Buy
3,069
+143
+5% +$10.8K 0.16% 126
2024
Q1 		$210K Buy
2,926
+38
+1% +$2.62K 0.16% 130
2023
Q4 		$203K Buy
+2,888
New +$198K 0.18% 106

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

Maripau Wealth Management's SO Position: Q3 2025 in Review

Maripau Wealth Management sold out of Southern Company (SO) in Q3 2025, closing a stake of 2,722 shares — an estimated $250K sold.

Maripau Wealth Management first reported a position in SO in Q4 2023 and held it in 6 quarters. The position peaked at $250K in Q2 2025. 2,218 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Maripau Wealth Management reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • Maripau Wealth Management sold 2,722 Southern Company shares in Q3 2025, an estimated $250K.
  • Maripau Wealth Management first reported a position in Southern Company in Q4 2023 and held it in 6 quarters.
  • Maripau Wealth Management's Southern Company position peaked at $250K in Q2 2025.
  • 2,218 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Maripau Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.