OHWA
SO icon

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
2024
Q4 		– Sell
-3,075
Closed -$277K – 217
2024
Q3 		$277K Buy
+3,075
New +$263K 0.07% 100
2024
Q2 		– Sell
-3,775
Closed -$271K – 192
2024
Q1 		$271K Buy
+3,775
New +$261K 0.09% 92

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
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.