Northwest Capital Management’s Southern Company SO Stock Holding History

Northwest 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 Q3	–	Sell	-166	Closed	-$15.2K	–	321
2025 Q2	$15.2K	Sell	166 -284	-63%	-$25.5K	0.01%	242
2025 Q1	$41.4K	Buy	450 +1	+0.2%	+$87	0.02%	202
2024 Q4	$37K	Hold	449	–	–	0.02%	207
2024 Q3	$40.5K	Hold	449	–	–	0.01%	205
2024 Q2	$34.8K	Hold	449	–	–	0.01%	207
2024 Q1	$32.2K	Hold	449	–	–	0.01%	261
2023 Q4	$31.5K	Buy	449 +133	+42%	+$9.13K	0.01%	255
2023 Q3	$20.5K	Hold	316	–	–	0.01%	282
2023 Q2	$22.2K	Buy	+316	New	+$22.7K	0.01%	284

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northwest Capital Management's SO Position: Q3 2025 in Review

Northwest Capital Management sold out of Southern Company (SO) in Q3 2025, closing a stake of 166 shares — an estimated $15.2K sold.

Northwest Capital Management first reported a position in SO in Q2 2023 and held it in 9 quarters. The position peaked at $41.4K in Q1 2025. 2,215 funds tracked by Wall St. Rank hold SO as of Q3 2025.

Northwest Capital Management reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
Northwest Capital Management sold 166 Southern Company shares in Q3 2025, an estimated $15.2K.
Northwest Capital Management first reported a position in Southern Company in Q2 2023 and held it in 9 quarters.
Northwest Capital Management's Southern Company position peaked at $41.4K in Q1 2025.
2,215 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Northwest Capital Management's 13F filing for Q3 2025, filed 20 Oct 2025.