New Millennium Group’s Southern Company SO Stock Holding History

New Millennium Group’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	-12	Closed	-$1.14K	–	515
2025 Q3	$1.14K	Sell	12 -15	-56%	-$1.4K	﹤0.01%	344
2025 Q2	$2.48K	Hold	27	–	–	﹤0.01%	304
2025 Q1	$2.48K	Sell	27 -7	-21%	-$606	﹤0.01%	321
2024 Q4	$2.8K	Buy	34 +7	+26%	+$614	﹤0.01%	357
2024 Q3	$2.44K	Hold	27	–	–	﹤0.01%	287
2024 Q2	$2.09K	Buy	+27	New	+$2.05K	﹤0.01%	295
2024 Q1	–	Sell	-27	Closed	-$1.89K	–	347
2023 Q4	$1.89K	Hold	27	–	–	﹤0.01%	328
2023 Q3	$1.75K	Sell	27 -40	-60%	-$2.78K	﹤0.01%	303
2023 Q2	$4.71K	Sell	67 -21	-24%	-$1.51K	﹤0.01%	221
2023 Q1	$6.12K	Hold	88	–	–	0.01%	229
2022 Q4	$6.28K	Hold	88	–	–	0.01%	230
2022 Q3	$6K	Hold	88	–	–	0.01%	226
2022 Q2	$6K	Buy	+88	New	+$6.46K	0.01%	228

Other funds holding SO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

New Millennium Group's SO Position: Q4 2025 in Review

New Millennium Group sold out of Southern Company (SO) in Q4 2025, closing a stake of 12 shares — an estimated $1.14K sold.

New Millennium Group first reported a position in SO in Q2 2022 and held it in 13 quarters. The position peaked at $6.28K in Q4 2022. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

New Millennium Group reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
New Millennium Group sold 12 Southern Company shares in Q4 2025, an estimated $1.14K.
New Millennium Group first reported a position in Southern Company in Q2 2022 and held it in 13 quarters.
New Millennium Group's Southern Company position peaked at $6.28K in Q4 2022.
2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.