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Morningstar Investment Management’s Southern Company SO Stock Holding History

Morningstar Investment 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
Q4 		– Sell
-74,502
Closed -$7.06M – 451
2025
Q3 		$7.06M Buy
+74,502
New +$6.96M 0.26% 98
2025
Q1 		– Sell
-10,492
Closed -$864K – 197
2024
Q4 		$864K Hold
10,492
– – 0.07% 86
2024
Q3 		$943K Buy
10,492
+5
+0% +$427 0.09% 95
2024
Q2 		$813K Hold
10,487
– – 0.08% 96
2024
Q1 		$752K Hold
10,487
– – 0.08% 105
2023
Q4 		$735K Sell
10,487
-93
-0.9% -$6.39K 0.08% 107
2023
Q3 		$685K Hold
10,580
– – 0.09% 79
2023
Q2 		$743K Buy
+10,580
New +$759K 0.1% 78

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

Morningstar Investment Management's SO Position: Q4 2025 in Review

Morningstar Investment Management sold out of Southern Company (SO) in Q4 2025, closing a stake of 74,502 shares — an estimated $7.06M sold.

Morningstar Investment Management first reported a position in SO in Q2 2023 and held it in 8 quarters. The position peaked at $7.06M in Q3 2025. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Morningstar Investment Management reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 74,502 Southern Company shares in Q4 2025, an estimated $7.06M.
  • Morningstar Investment Management first reported a position in Southern Company in Q2 2023 and held it in 8 quarters.
  • Morningstar Investment Management's Southern Company position peaked at $7.06M in Q3 2025.
  • 2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.