Moloney Securities Asset Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.96M | Sell |
31,286
-1,556
| -5% | -$145K | 0.35% | 66 |
|
|
2025
Q2 | $3.02M | Sell |
32,842
-114
| -0.3% | -$10.2K | 0.37% | 50 |
|
|
2025
Q1 | $3.03M | Buy |
32,956
+25,558
| +345% | +$2.21M | 0.41% | 50 |
|
|
2024
Q4 | $609K | Buy |
7,398
+1,124
| +18% | +$98.6K | 0.08% | 240 |
|
|
2024
Q3 | $566K | Sell |
6,274
-321
| -5% | -$27.4K | 0.08% | 263 |
|
|
2024
Q2 | $512K | Buy |
6,595
+131
| +2% | +$9.93K | 0.07% | 264 |
|
|
2024
Q1 | $464K | Sell |
6,464
-390
| -6% | -$26.9K | 0.07% | 280 |
|
|
2023
Q4 | $481K | Sell |
6,854
-438
| -6% | -$30.1K | 0.08% | 253 |
|
|
2023
Q3 | $472K | Sell |
7,292
-85
| -1% | -$5.9K | 0.09% | 238 |
|
|
2023
Q2 | $518K | Buy |
7,377
+153
| +2% | +$11K | 0.09% | 237 |
|
|
2023
Q1 | $503K | Buy |
7,224
+49
| +0.7% | +$3.3K | 0.09% | 235 |
|
|
2022
Q4 | $512K | Sell |
7,175
-49
| -0.7% | -$3.28K | 0.11% | 214 |
|
|
2022
Q3 | $491K | Sell |
7,224
-298
| -4% | -$22.6K | 0.12% | 204 |
|
|
2022
Q2 | $536K | Buy |
7,522
+99
| +1% | +$7.27K | 0.13% | 202 |
|
|
2022
Q1 | $538K | Buy |
7,423
+857
| +13% | +$58K | 0.1% | 216 |
|
|
2021
Q4 | $450K | Sell |
6,566
-161
| -2% | -$10.3K | 0.08% | 258 |
|
|
2021
Q3 | $417K | Sell |
6,727
-24
| -0.4% | -$1.54K | 0.08% | 268 |
|
|
2021
Q2 | $409K | Buy |
6,751
+31
| +0.5% | +$1.98K | 0.07% | 264 |
|
|
2021
Q1 | $418K | Buy |
6,720
+1,861
| +38% | +$111K | 0.08% | 250 |
|
|
2020
Q4 | $298K | Buy |
4,859
+227
| +5% | +$13.6K | 0.07% | 281 |
|
|
2020
Q3 | $251K | Buy |
4,632
+302
| +7% | +$16.1K | 0.07% | 270 |
|
|
2020
Q2 | $225K | Buy |
4,330
+15
| +0.3% | +$834 | 0.07% | 257 |
|
|
2020
Q1 | $234K | Sell |
4,315
-2,175
| -34% | -$138K | 0.08% | 227 |
|
|
2019
Q4 | $413K | Sell |
6,490
-392
| -6% | -$24.3K | 0.13% | 198 |
|
|
2019
Q3 | $425K | Sell |
6,882
-1,246
| -15% | -$72.2K | 0.14% | 176 |
|
|
2019
Q2 | $449K | Buy |
8,128
+1,702
| +26% | +$91.1K | 0.15% | 165 |
|
|
2019
Q1 | $332K | Buy |
6,426
+117
| +2% | +$5.74K | 0.11% | 205 |
|
|
2018
Q4 | $277K | Sell |
6,309
-771
| -11% | -$35K | 0.11% | 205 |
|
|
2018
Q3 | $309K | Sell |
7,080
-394
| -5% | -$18.2K | 0.11% | 204 |
|
|
2018
Q2 | $346K | Buy |
7,474
+1,093
| +17% | +$48.9K | 0.13% | 191 |
|
|
2018
Q1 | $285K | Sell |
6,381
-1,164
| -15% | -$51.7K | 0.12% | 209 |
|
|
2017
Q4 | $363K | Buy |
7,545
+93
| +1% | +$4.74K | 0.15% | 170 |
|
|
2017
Q3 | $366K | Buy |
7,452
+31
| +0.4% | +$1.5K | 0.16% | 163 |
|
|
2017
Q2 | $355K | Sell |
7,421
-294
| -4% | -$14.7K | 0.18% | 157 |
|
|
2017
Q1 | $384K | Sell |
7,715
-382
| -5% | -$18.9K | 0.2% | 151 |
|
|
2016
Q4 | $398K | Buy |
+8,097
| New | +$398K | 0.24% | 129 |
|
Other funds holding SO
Moloney Securities Asset Management's SO Position: Q3 2025 in Review
Moloney Securities Asset Management reduced its Southern Company (SO) stake by 4.7% in Q3 2025, selling an estimated $145K and leaving 31,286 shares worth $2.96M. The position accounts for 0.35% of the portfolio, ranked #66.
Moloney Securities Asset Management first reported a position in SO in Q4 2016 and has held it in 36 quarters since. The position peaked at $3.03M in Q1 2025. 2,215 funds tracked by Wall St. Rank hold SO as of Q3 2025.
- Moloney Securities Asset Management held 31,286 shares of Southern Company worth $2.96M as of Q3 2025.
- Moloney Securities Asset Management sold 1,556 Southern Company shares in Q3 2025, an estimated $145K.
- Southern Company made up 0.35% of Moloney Securities Asset Management's portfolio in Q3 2025, its #66 holding.
- Moloney Securities Asset Management first reported a position in Southern Company in Q4 2016 and has held it in 36 quarters since.
- Moloney Securities Asset Management's Southern Company position peaked at $3.03M in Q1 2025.
- 2,215 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.
Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.