OFA
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Oak Family Advisors’s Southern Company SO Stock Holding History

Oak Family 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
2026
Q1 		– Sell
-2,363
Closed -$206K – 129
2025
Q4 		$206K Hold
2,363
– – 0.06% 99
2025
Q3 		$224K Sell
2,363
-25
-1% -$2.33K 0.06% 99
2025
Q2 		$219K Hold
2,388
– – 0.07% 90
2025
Q1 		$220K Buy
+2,388
New +$207K 0.07% 84
2024
Q4 		– Sell
-2,428
Closed -$219K – 145
2024
Q3 		$219K Buy
+2,428
New +$207K 0.07% 117
2024
Q2 		– Sell
-3,638
Closed -$261K – 135
2024
Q1 		$261K Hold
3,638
– – 0.1% 103
2023
Q4 		$255K Hold
3,638
– – 0.11% 103
2023
Q3 		$235K Sell
3,638
-300
-8% -$20.8K 0.11% 95
2023
Q2 		$277K Buy
3,938
+225
+6% +$16.1K 0.13% 98
2023
Q1 		$258K Sell
3,713
-500
-12% -$33.7K 0.13% 96
2022
Q4 		$301K Hold
4,213
– – 0.16% 91
2022
Q3 		$286K Buy
+4,213
New +$319K 0.15% 94

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T. Rowe Price Associates
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return