ORG Partners’s Southern Company SO Stock Holding History

ORG Partners’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 Q4	$233K	Sell	2,668 -155	-5%	-$14.2K	0.04%	309
2025 Q3	$268K	Buy	2,823 +194	+7%	+$18.1K	0.05%	293
2025 Q2	$242K	Buy	2,629 +327	+14%	+$29.4K	0.05%	284
2025 Q1	$211K	Buy	2,302 +152	+7%	+$13.2K	0.05%	270
2024 Q4	$177K	Hold	2,150	–	–	0.02%	337
2024 Q3	$194K	Sell	2,150 -835	-28%	-$71.3K	0.03%	289
2024 Q2	$230K	Buy	2,985 +2,447	+455%	+$185K	0.03%	394
2024 Q1	$38.3K	Sell	538 -2,500	-82%	-$173K	0.07%	158
2023 Q4	$213K	Buy	3,038 +172	+6%	+$11.8K	0.04%	285
2023 Q3	$185K	Buy	2,866 +3	+0.1%	+$208	0.05%	293
2023 Q2	$202K	Buy	+2,863	New	+$205K	0.03%	371

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

ORG Partners's SO Position: Q4 2025 in Review

ORG Partners reduced its Southern Company (SO) stake by 5.5% in Q4 2025, selling an estimated $14.2K and leaving 2,668 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #309.

ORG Partners first reported a position in SO in Q2 2023 and has held it in 11 quarters since. The position peaked at $268K in Q3 2025. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

ORG Partners held 2,668 shares of Southern Company worth $233K as of Q4 2025.
ORG Partners sold 155 Southern Company shares in Q4 2025, an estimated $14.2K.
Southern Company made up 0.04% of ORG Partners's portfolio in Q4 2025, its #309 holding.
ORG Partners first reported a position in Southern Company in Q2 2023 and has held it in 11 quarters since.
ORG Partners's Southern Company position peaked at $268K in Q3 2025.
2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.