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Parkside Advisors’s Southern Company SO Stock Holding History

Parkside Advisors’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 		$205K Hold
2,228
– – 0.04% 88
2025
Q1 		$205K Buy
+2,228
New +$193K 0.05% 79
2024
Q4 		– Sell
-2,228
Closed -$201K – 83
2024
Q3 		$201K Buy
+2,228
New +$190K 0.05% 82
2023
Q1 		– Sell
-2,864
Closed -$204K – 84
2022
Q4 		$204K Buy
+2,864
New +$191K 0.07% 81

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Parkside Advisors's SO Position: Q2 2025 in Review

Parkside Advisors held its Southern Company (SO) position steady in Q2 2025 at 2,228 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #88.

Parkside Advisors first reported a position in SO in Q4 2022 and has held it in 4 quarters since. The position peaked at $205K in Q1 2025. 2,182 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Parkside Advisors held 2,228 shares of Southern Company worth $205K as of Q2 2025.
  • Parkside Advisors left its Southern Company share count unchanged in Q2 2025.
  • Southern Company made up 0.04% of Parkside Advisors's portfolio in Q2 2025, its #88 holding.
  • Parkside Advisors first reported a position in Southern Company in Q4 2022 and has held it in 4 quarters since.
  • Parkside Advisors's Southern Company position peaked at $205K in Q1 2025.
  • 2,182 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.