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Oxford Financial Group’s Southern Company SO Stock Holding History

Oxford Financial Group’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
Q2 		– Sell
-2,698
Closed -$248K – 268
2025
Q1 		$248K Sell
2,698
-1,217
-31% -$105K 0.02% 190
2024
Q4 		$322K Buy
3,915
+25
+0.6% +$2.19K 0.02% 198
2024
Q3 		$351K Sell
3,890
-1,429
-27% -$122K 0.02% 184
2024
Q2 		$413K Buy
+5,319
New +$403K 0.03% 176
2023
Q3 		– Sell
-2,980
Closed -$209K – 292
2023
Q2 		$209K Buy
+2,980
New +$214K 0.02% 222

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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Oxford Financial Group's SO Position: Q2 2025 in Review

Oxford Financial Group sold out of Southern Company (SO) in Q2 2025, closing a stake of 2,698 shares — an estimated $248K sold.

Oxford Financial Group first reported a position in SO in Q2 2023 and held it in 5 quarters. The position peaked at $413K in Q2 2024. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Oxford Financial Group reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
  • Oxford Financial Group sold 2,698 Southern Company shares in Q2 2025, an estimated $248K.
  • Oxford Financial Group first reported a position in Southern Company in Q2 2023 and held it in 5 quarters.
  • Oxford Financial Group's Southern Company position peaked at $413K in Q2 2024.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Oxford Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.