Oak Hill Wealth Advisors’s Southern Company SO Stock Holding History

Oak Hill 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	$424K	Hold	4,475	–	–	0.08%	104
2025 Q2	$408K	Buy	4,475 +400	+10%	+$35.9K	0.08%	103
2025 Q1	$375K	Hold	4,075	–	–	0.09%	99
2024 Q4	$335K	Buy	+4,075	New	+$358K	0.08%	100
2024 Q3	–	Sell	-3,775	Closed	-$322K	–	197
2024 Q2	$293K	Buy	+3,775	New	+$286K	0.09%	87
2024 Q1	–	Sell	-3,775	Closed	-$261K	–	184
2023 Q4	$265K	Sell	3,775 -772	-17%	-$53K	0.09%	89
2023 Q3	$294K	Hold	4,547	–	–	0.11%	81
2023 Q2	$319K	Sell	4,547 -152	-3%	-$10.9K	0.12%	79
2023 Q1	$327K	Sell	4,699 -200	-4%	-$13.5K	0.13%	82
2022 Q4	$350K	Buy	+4,899	New	+$328K	0.14%	76

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

Oak Hill Wealth Advisors's SO Position: Q3 2025 in Review

Oak Hill Wealth Advisors held its Southern Company (SO) position steady in Q3 2025 at 4,475 shares worth $424K. The position accounts for 0.08% of the portfolio, ranked #104.

Oak Hill Wealth Advisors first reported a position in SO in Q4 2022 and has held it in 10 quarters since. 2,215 funds tracked by Wall St. Rank hold SO as of Q3 2025.

Oak Hill Wealth Advisors held 4,475 shares of Southern Company worth $424K as of Q3 2025.
Oak Hill Wealth Advisors left its Southern Company share count unchanged in Q3 2025.
Southern Company made up 0.08% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #104 holding.
Oak Hill Wealth Advisors first reported a position in Southern Company in Q4 2022 and has held it in 10 quarters since.
2,215 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.