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Marshall & Sterling Wealth Advisors’s Southern Company SO Stock Holding History

Marshall & Sterling 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
Q4 		– Sell
-95
Closed -$9K – 576
2025
Q3 		$9K Hold
95
– – 0.01% 370
2025
Q2 		$8.72K Hold
95
– – 0.01% 360
2025
Q1 		$8.74K Buy
+95
New +$8.22K 0.01% 340

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's SO Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Southern Company (SO) in Q4 2025, closing a stake of 95 shares — an estimated $9K sold.

Marshall & Sterling Wealth Advisors first reported a position in SO in Q1 2025 and held it in 3 quarters. The position peaked at $9K in Q3 2025. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 95 Southern Company shares in Q4 2025, an estimated $9K.
  • Marshall & Sterling Wealth Advisors first reported a position in Southern Company in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Southern Company position peaked at $9K in Q3 2025.
  • 2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.