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Pineridge Advisors’s Southern Company SO Stock Holding History

Pineridge 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
Q3 		$14.8K Buy
156
+22
+16% +$2.05K ﹤0.01% 179
2025
Q2 		$12.3K Buy
134
+11
+9% +$988 ﹤0.01% 203
2025
Q1 		$11.3K Buy
123
+23
+23% +$1.99K ﹤0.01% 219
2024
Q4 		$8.23K Hold
100
– – ﹤0.01% 324
2024
Q3 		$9.02K Hold
100
– – ﹤0.01% 289
2024
Q2 		$7.76K Hold
100
– – ﹤0.01% 317
2024
Q1 		$7.17K Sell
100
-18
-15% -$1.24K ﹤0.01% 327
2023
Q4 		$8.27K Buy
+118
New +$8.1K ﹤0.01% 413

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

Pineridge Advisors's SO Position: Q3 2025 in Review

Pineridge Advisors increased its Southern Company (SO) stake by 16% in Q3 2025, buying an estimated $2.05K and bringing the position to 156 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

Pineridge Advisors first reported a position in SO in Q4 2023 and has held it in 8 quarters since. 2,215 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Pineridge Advisors held 156 shares of Southern Company worth $14.8K as of Q3 2025.
  • Pineridge Advisors bought 22 Southern Company shares in Q3 2025, an estimated $2.05K.
  • Southern Company made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #179 holding.
  • Pineridge Advisors first reported a position in Southern Company in Q4 2023 and has held it in 8 quarters since.
  • 2,215 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.