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Mizuho Markets Americas’s Southern Company SO Stock Holding History

Mizuho Markets Americas’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
-933,700
Closed -$88.5M – 243
2025
Q3 		$88.5M Hold
933,700
– – 1.67% 14
2025
Q2 		$85.7M Buy
933,700
+713,700
+324% +$64.1M 2.61% 10
2025
Q1 		$20.2M Buy
220,000
+120,000
+120% +$10.4M 0.42% 51
2024
Q4 		$8.23M Buy
+100,000
New +$8.77M 0.15% 95

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

Mizuho Markets Americas's SO Position: Q4 2025 in Review

Mizuho Markets Americas sold out of Southern Company (SO) in Q4 2025, closing a stake of 933,700 shares — an estimated $88.5M sold.

Mizuho Markets Americas first reported a position in SO in Q4 2024 and held it in 4 quarters. The position peaked at $88.5M in Q3 2025. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Mizuho Markets Americas reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
  • Mizuho Markets Americas sold 933,700 Southern Company shares in Q4 2025, an estimated $88.5M.
  • Mizuho Markets Americas first reported a position in Southern Company in Q4 2024 and held it in 4 quarters.
  • Mizuho Markets Americas's Southern Company position peaked at $88.5M in Q3 2025.
  • 2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Mizuho Markets Americas's 13F filing for Q4 2025, filed 6 Feb 2026.