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MorganRosel Wealth Management’s Southern Company SO Stock Holding History

MorganRosel Wealth Management’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
-36
Closed -$3.31K – 314
2025
Q2 		$3.31K Hold
36
– – ﹤0.01% 304
2025
Q1 		$3.31K Buy
+36
New +$3.12K ﹤0.01% 297

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 $3.38T AUM 44.17% 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

MorganRosel Wealth Management's SO Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Southern Company (SO) in Q3 2025, closing a stake of 36 shares — an estimated $3.31K sold.

MorganRosel Wealth Management first reported a position in SO in Q1 2025 and held it in 2 quarters. The position peaked at $3.31K in Q1 2025. 2,220 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 36 Southern Company shares in Q3 2025, an estimated $3.31K.
  • MorganRosel Wealth Management first reported a position in Southern Company in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Southern Company position peaked at $3.31K in Q1 2025.
  • 2,220 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.