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Oakland Financial Corp’s Southern Company SO Stock Holding History

Oakland Financial Corp’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
Q1 		– Sell
-4,000
Closed -$329K – 16
2024
Q4 		$329K Buy
+4,000
New +$351K 3.77% 10

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Oakland Financial Corp's SO Position: Q1 2025 in Review

Oakland Financial Corp sold out of Southern Company (SO) in Q1 2025, closing a stake of 4,000 shares — an estimated $329K sold.

Oakland Financial Corp first reported a position in SO in Q4 2024 and held it in 1 quarter. The position peaked at $329K in Q4 2024. 2,201 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Oakland Financial Corp reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
  • Oakland Financial Corp sold 4,000 Southern Company shares in Q1 2025, an estimated $329K.
  • Oakland Financial Corp first reported a position in Southern Company in Q4 2024 and held it in 1 quarter.
  • Oakland Financial Corp's Southern Company position peaked at $329K in Q4 2024.
  • 2,201 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Oakland Financial Corp's 13F filing for Q1 2025, filed 21 Aug 2025.