Neo Ivy Capital Management’s Southern Company SO Stock Holding History

Neo Ivy Capital 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	-44,268	Closed	-$4.2M	–	520
2025 Q3	$4.2M	Buy	+44,268	New	+$4.13M	1.02%	7
2025 Q1	–	Sell	-45,360	Closed	-$3.73M	–	411
2024 Q4	$3.73M	Buy	+45,360	New	+$3.98M	0.75%	25
2022 Q2	–	Sell	-5,490	Closed	-$398K	–	599
2022 Q1	$398K	Buy	+5,490	New	+$372K	0.36%	98
2021 Q4	–	Sell	-1,351	Closed	-$70K	–	615
2021 Q3	$70K	Buy	+1,351	New	+$87K	0.08%	290
2021 Q2	–	Sell	-3,893	Closed	-$242K	–	600
2021 Q1	$242K	Buy	+3,893	New	+$233K	0.27%	139
2020 Q3	–	Sell	-1,351	Closed	-$70K	–	605
2020 Q2	$70K	Buy	1,351 +1,223	+955%	+$68K	0.08%	290
2020 Q1	$7K	Sell	128 -6,800	-98%	-$431K	0.01%	427
2019 Q4	$441K	Buy	+6,928	New	+$429K	0.51%	86
2019 Q1	–	Sell	-5,132	Closed	-$225K	–	391
2018 Q4	$225K	Buy	+5,132	New	+$233K	0.18%	211

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Neo Ivy Capital Management's SO Position: Q4 2025 in Review

Neo Ivy Capital Management sold out of Southern Company (SO) in Q4 2025, closing a stake of 44,268 shares — an estimated $4.2M sold.

Neo Ivy Capital Management first reported a position in SO in Q4 2018 and held it in 9 quarters. The position peaked at $4.2M in Q3 2025. 2,262 funds tracked by Wall St. Rank hold SO as of Q4 2025.

Neo Ivy Capital Management reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 44,268 Southern Company shares in Q4 2025, an estimated $4.2M.
Neo Ivy Capital Management first reported a position in Southern Company in Q4 2018 and held it in 9 quarters.
Neo Ivy Capital Management's Southern Company position peaked at $4.2M in Q3 2025.
2,262 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Neo Ivy Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.