MWA
SO icon

Muirfield Wealth Advisors’s Southern Company SO Stock Holding History

Muirfield Wealth Advisors’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
-2,204
Closed -$202K – 76
2025
Q2 		$202K Sell
2,204
-116
-5% -$10.4K 0.16% 69
2025
Q1 		$213K Buy
+2,320
New +$201K 0.18% 67
2024
Q4 		– Sell
-2,282
Closed -$206K – 69
2024
Q3 		$206K Buy
+2,282
New +$195K 0.17% 61

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Muirfield Wealth Advisors's SO Position: Q3 2025 in Review

Muirfield Wealth Advisors sold out of Southern Company (SO) in Q3 2025, closing a stake of 2,204 shares — an estimated $202K sold.

Muirfield Wealth Advisors first reported a position in SO in Q3 2024 and held it in 3 quarters. The position peaked at $213K in Q1 2025. 2,215 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Muirfield Wealth Advisors reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • Muirfield Wealth Advisors sold 2,204 Southern Company shares in Q3 2025, an estimated $202K.
  • Muirfield Wealth Advisors first reported a position in Southern Company in Q3 2024 and held it in 3 quarters.
  • Muirfield Wealth Advisors's Southern Company position peaked at $213K in Q1 2025.
  • 2,215 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Muirfield Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.