OF
SO icon

Optimize Financial’s Southern Company SO Stock Holding History

Optimize Financial’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
-2,796
Closed -$257K – 420
2025
Q2 		$257K Sell
2,796
-20
-0.7% -$1.8K 0.16% 176
2025
Q1 		$259K Buy
+2,816
New +$244K 0.1% 155

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Optimize Financial's SO Position: Q3 2025 in Review

Optimize Financial sold out of Southern Company (SO) in Q3 2025, closing a stake of 2,796 shares — an estimated $257K sold.

Optimize Financial first reported a position in SO in Q1 2025 and held it in 2 quarters. The position peaked at $259K in Q1 2025. 2,218 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Optimize Financial reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 2,796 Southern Company shares in Q3 2025, an estimated $257K.
  • Optimize Financial first reported a position in Southern Company in Q1 2025 and held it in 2 quarters.
  • Optimize Financial's Southern Company position peaked at $259K in Q1 2025.
  • 2,218 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.