Perritt Capital Management’s Southern Company SO Stock Holding History

Perritt Capital 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 Q4	–	Sell	-419	Closed	-$39.7K	–	263
2025 Q3	$39.7K	Buy	419 +1	+0.2%	+$93	0.02%	209
2025 Q2	$38.4K	Hold	418	–	–	0.02%	221
2025 Q1	$38.5K	Hold	418	–	–	0.02%	222
2024 Q4	$34.5K	Buy	418 +3	+0.7%	+$263	0.02%	227
2024 Q3	$37.4K	Buy	415 +3	+0.7%	+$256	0.02%	224
2024 Q2	$31.9K	Buy	412 +5	+1%	+$379	0.02%	239
2024 Q1	$29.3K	Buy	407 +4	+1%	+$276	0.02%	241
2023 Q4	$28.3K	Sell	403 -108	-21%	-$7.42K	0.02%	238
2023 Q3	$33.1K	Hold	511	–	–	0.02%	230
2023 Q2	$35.9K	Hold	511	–	–	0.02%	235
2023 Q1	$35.6K	Hold	511	–	–	0.02%	234
2022 Q4	$36.5K	Buy	+511	New	+$34.2K	0.02%	238

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

Perritt Capital Management's SO Position: Q4 2025 in Review

Perritt Capital Management sold out of Southern Company (SO) in Q4 2025, closing a stake of 419 shares — an estimated $39.7K sold.

Perritt Capital Management first reported a position in SO in Q4 2022 and held it in 12 quarters. The position peaked at $39.7K in Q3 2025. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

Perritt Capital Management reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
Perritt Capital Management sold 419 Southern Company shares in Q4 2025, an estimated $39.7K.
Perritt Capital Management first reported a position in Southern Company in Q4 2022 and held it in 12 quarters.
Perritt Capital Management's Southern Company position peaked at $39.7K in Q3 2025.
2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Perritt Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.