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Motiv8 Investments’s Southern Company SO Stock Holding History

Motiv8 Investments’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 		$192K Buy
2,206
+36
+2% +$3.29K 0.1% 110
2025
Q3 		$206K Buy
+2,170
New +$203K 0.11% 93
2025
Q2 		– Sell
-2,177
Closed -$200K – 99
2025
Q1 		$200K Buy
+2,177
New +$188K 0.13% 88

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

Motiv8 Investments's SO Position: Q4 2025 in Review

Motiv8 Investments increased its Southern Company (SO) stake by 1.7% in Q4 2025, buying an estimated $3.29K and bringing the position to 2,206 shares worth $192K. The position accounts for 0.1% of the portfolio, ranked #110.

Motiv8 Investments first reported a position in SO in Q1 2025 and has held it in 3 quarters since. The position peaked at $206K in Q3 2025. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Motiv8 Investments held 2,206 shares of Southern Company worth $192K as of Q4 2025.
  • Motiv8 Investments bought 36 Southern Company shares in Q4 2025, an estimated $3.29K.
  • Southern Company made up 0.1% of Motiv8 Investments's portfolio in Q4 2025, its #110 holding.
  • Motiv8 Investments first reported a position in Southern Company in Q1 2025 and has held it in 3 quarters since.
  • Motiv8 Investments's Southern Company position peaked at $206K in Q3 2025.
  • 2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.