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MBB Public Markets’s Southern Company SO Stock Holding History

MBB Public Markets’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
-3,027
Closed -$278K – 418
2025
Q2 		$278K Sell
3,027
-663
-18% -$59.5K 0.03% 188
2025
Q1 		$339K Buy
+3,690
New +$319K 0.04% 63
2024
Q4 		– Sell
-3,690
Closed -$333K – 478
2024
Q3 		$333K Sell
3,690
-75,730
-95% -$6.47M 0.02% 285
2024
Q2 		$6.16M Buy
+79,420
New +$6.02M 0.12% 143
2022
Q1 		– Sell
-3,661
Closed -$251K – 396
2021
Q4 		$251K Buy
+3,661
New +$233K 0.01% 405

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

MBB Public Markets's SO Position: Q3 2025 in Review

MBB Public Markets sold out of Southern Company (SO) in Q3 2025, closing a stake of 3,027 shares — an estimated $278K sold.

MBB Public Markets first reported a position in SO in Q4 2021 and held it in 5 quarters. The position peaked at $6.16M in Q2 2024. 2,218 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • MBB Public Markets reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • MBB Public Markets sold 3,027 Southern Company shares in Q3 2025, an estimated $278K.
  • MBB Public Markets first reported a position in Southern Company in Q4 2021 and held it in 5 quarters.
  • MBB Public Markets's Southern Company position peaked at $6.16M in Q2 2024.
  • 2,218 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on MBB Public Markets's 13F filing for Q3 2025, filed 14 Nov 2025.