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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return