MIG
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Meketa Investment Group’s Southern Company SO Stock Holding History

Meketa 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
Q4 		$1.06M Hold
12,179
– – 3.59% 15
2025
Q3 		$1.15M Sell
12,179
-2,842
-19% -$265K 3.79% 14
2025
Q2 		$1.38M Sell
15,021
-2,490
-14% -$224K 4.18% 14
2025
Q1 		$1.61M Buy
17,511
+8,188
+88% +$709K 2.17% 21
2024
Q4 		$767K Buy
+9,323
New +$818K 1.72% 24

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Meketa Investment Group's SO Position: Q4 2025 in Review

Meketa Investment Group held its Southern Company (SO) position steady in Q4 2025 at 12,179 shares worth $1.06M. The position accounts for 3.59% of the portfolio, ranked #15.

Meketa Investment Group first reported a position in SO in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.61M in Q1 2025. 2,262 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Meketa Investment Group held 12,179 shares of Southern Company worth $1.06M as of Q4 2025.
  • Meketa Investment Group left its Southern Company share count unchanged in Q4 2025.
  • Southern Company made up 3.59% of Meketa Investment Group's portfolio in Q4 2025, its #15 holding.
  • Meketa Investment Group first reported a position in Southern Company in Q4 2024 and has held it in 5 quarters since.
  • Meketa Investment Group's Southern Company position peaked at $1.61M in Q1 2025.
  • 2,262 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Meketa Investment Group's 13F filing for Q4 2025, filed 11 Feb 2026.