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Moseley Investment Management’s Southern Company SO Stock Holding History

Moseley 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
-3,682
Closed -$349K – 175
2025
Q3 		$349K Sell
3,682
-909
-20% -$84.9K 0.11% 121
2025
Q2 		$422K Sell
4,591
-846
-16% -$76K 0.15% 105
2025
Q1 		$500K Sell
5,437
-858
-14% -$74.3K 0.2% 88
2024
Q4 		$518K Buy
6,295
+19
+0.3% +$1.67K 0.2% 88
2024
Q3 		$566K Buy
6,276
+12
+0.2% +$1.02K 0.23% 84
2024
Q2 		$486K Buy
6,264
+26
+0.4% +$1.97K 0.23% 84
2024
Q1 		$448K Sell
6,238
-655
-10% -$45.2K 0.22% 89
2023
Q4 		$483K Sell
6,893
-389
-5% -$26.7K 0.27% 87
2023
Q3 		$471K Buy
7,282
+178
+3% +$12.4K 0.28% 83
2023
Q2 		$499K Buy
7,104
+55
+0.8% +$3.94K 0.29% 83
2023
Q1 		$490K Buy
7,049
+311
+5% +$20.9K 0.32% 80
2022
Q4 		$481K Sell
6,738
-245
-4% -$16.4K 0.34% 73
2022
Q3 		$475K Sell
6,983
-934
-12% -$70.8K 0.35% 71
2022
Q2 		$565K Buy
7,917
+13
+0.2% +$955 0.39% 65
2022
Q1 		$573K Sell
7,904
-665
-8% -$45K 0.31% 87
2021
Q4 		$588K Sell
8,569
-19
-0.2% -$1.21K 0.27% 94
2021
Q3 		$530K Hold
8,588
– – 0.27% 96
2021
Q2 		$520K Buy
8,588
+2,055
+31% +$131K 0.26% 95
2021
Q1 		$406K Hold
6,533
– – 0.22% 106
2020
Q4 		$401K Buy
6,533
+77
+1% +$4.63K 0.23% 101
2020
Q3 		$350K Buy
6,456
+97
+2% +$5.18K 0.25% 95
2020
Q2 		$330K Buy
6,359
+298
+5% +$16.6K 0.27% 93
2020
Q1 		$328K Buy
6,061
+40
+0.7% +$2.53K 0.39% 72
2019
Q4 		$384K Buy
+6,021
New +$373K 0.38% 79

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

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

Moseley Investment Management sold out of Southern Company (SO) in Q4 2025, closing a stake of 3,682 shares — an estimated $349K sold.

Moseley Investment Management first reported a position in SO in Q4 2019 and held it in 24 quarters. The position peaked at $588K in Q4 2021. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Moseley Investment Management reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
  • Moseley Investment Management sold 3,682 Southern Company shares in Q4 2025, an estimated $349K.
  • Moseley Investment Management first reported a position in Southern Company in Q4 2019 and held it in 24 quarters.
  • Moseley Investment Management's Southern Company position peaked at $588K in Q4 2021.
  • 2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Moseley Investment Management's 13F filing for Q4 2025, filed 20 Jan 2026.