PBMares Wealth Management’s Southern Company SO Stock Holding History

PBMares Wealth Management’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	$311K	Buy	3,281 +1	+0%	+$93	0.05%	146
2025 Q2	$301K	Buy	3,280 +1	+0%	+$90	0.06%	146
2025 Q1	$302K	Buy	3,279 +5	+0.2%	+$433	0.06%	147
2024 Q4	$270K	Buy	3,274 +1	+0%	+$88	0.06%	162
2024 Q3	$295K	Buy	3,273 +273	+9%	+$23.3K	0.06%	149
2024 Q2	$233K	Sell	3,000 -1	-0%	-$76	0.06%	165
2024 Q1	$215K	Sell	3,001 -532	-15%	-$36.7K	0.06%	168
2023 Q4	$248K	Sell	3,533 -2,029	-36%	-$139K	0.07%	151
2023 Q3	$360K	Buy	5,562 +466	+9%	+$32.3K	0.13%	118
2023 Q2	$358K	Hold	5,096	–	–	0.13%	124
2023 Q1	$355K	Hold	5,096	–	–	0.13%	122
2022 Q4	$364K	Hold	5,096	–	–	0.15%	114
2022 Q3	$346K	Sell	5,096 -250	-5%	-$18.9K	0.15%	114
2022 Q2	$381K	Buy	5,346 +20	+0.4%	+$1.47K	0.16%	110
2022 Q1	$386K	Buy	5,326 +61	+1%	+$4.13K	0.24%	102
2021 Q4	$361K	Buy	+5,265	New	+$336K	0.15%	114

Other funds holding SO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

PBMares Wealth Management's SO Position: Q3 2025 in Review

PBMares Wealth Management increased its Southern Company (SO) stake by 0.03% in Q3 2025, buying an estimated $93 and bringing the position to 3,281 shares worth $311K. The position accounts for 0.05% of the portfolio, ranked #146.

PBMares Wealth Management first reported a position in SO in Q4 2021 and has held it in 16 quarters since. The position peaked at $386K in Q1 2022. 2,215 funds tracked by Wall St. Rank hold SO as of Q3 2025.

PBMares Wealth Management held 3,281 shares of Southern Company worth $311K as of Q3 2025.
PBMares Wealth Management bought 1 Southern Company share in Q3 2025, an estimated $93.
Southern Company made up 0.05% of PBMares Wealth Management's portfolio in Q3 2025, its #146 holding.
PBMares Wealth Management first reported a position in Southern Company in Q4 2021 and has held it in 16 quarters since.
PBMares Wealth Management's Southern Company position peaked at $386K in Q1 2022.
2,215 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.