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Pitcairn’s Southern Company SO Stock Holding History

Pitcairn’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
-4,281
Closed -$406K – 493
2025
Q3 		$406K Sell
4,281
-332
-7% -$31K 0.03% 409
2025
Q2 		$424K Sell
4,613
-10,081
-69% -$905K 0.03% 447
2025
Q1 		$1.35M Buy
14,694
+9,977
+212% +$864K 0.08% 211
2024
Q4 		$388K Buy
4,717
+81
+2% +$7.11K 0.02% 503
2024
Q3 		$418K Sell
4,636
-712
-13% -$60.8K 0.02% 493
2024
Q2 		$415K Buy
5,348
+653
+14% +$49.5K 0.03% 495
2024
Q1 		$337K Buy
4,695
+881
+23% +$60.8K 0.02% 546
2023
Q4 		$267K Sell
3,814
-1
-0% -$69 0.02% 573
2023
Q3 		$247K Buy
3,815
+402
+12% +$27.9K 0.02% 558
2023
Q2 		$240K Hold
3,413
– – 0.02% 579
2023
Q1 		$237K Sell
3,413
-86
-2% -$5.79K 0.02% 548
2022
Q4 		$250K Buy
3,499
+307
+10% +$20.5K 0.02% 511
2022
Q3 		$217K Buy
3,192
+22
+0.7% +$1.67K 0.02% 534
2022
Q2 		$226K Buy
3,170
+133
+4% +$9.77K 0.02% 527
2022
Q1 		$220K Sell
3,037
-22
-0.7% -$1.49K 0.02% 581
2021
Q4 		$210K Sell
3,059
-213
-7% -$13.6K 0.01% 609
2021
Q3 		$203K Buy
+3,272
New +$211K 0.01% 603
2021
Q2 		– Sell
-3,295
Closed -$205K – 627
2021
Q1 		$205K Sell
3,295
-23
-0.7% -$1.38K 0.01% 583
2020
Q4 		$204K Buy
+3,318
New +$199K 0.02% 552
2020
Q3 		– Sell
-3,938
Closed -$205K – 541
2020
Q2 		$205K Sell
3,938
-631
-14% -$35.1K 0.02% 461
2020
Q1 		$248K Sell
4,569
-197
-4% -$12.5K 0.03% 348
2019
Q4 		$303K Buy
4,766
+220
+5% +$13.6K 0.03% 392
2019
Q3 		$280K Buy
4,546
+189
+4% +$11K 0.03% 419
2019
Q2 		$241K Buy
4,357
+45
+1% +$2.41K 0.02% 478
2019
Q1 		$223K Buy
+4,312
New +$211K 0.02% 458

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pitcairn's SO Position: Q4 2025 in Review

Pitcairn sold out of Southern Company (SO) in Q4 2025, closing a stake of 4,281 shares — an estimated $406K sold.

Pitcairn first reported a position in SO in Q1 2019 and held it in 25 quarters. The position peaked at $1.35M in Q1 2025. 2,262 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Pitcairn reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
  • Pitcairn sold 4,281 Southern Company shares in Q4 2025, an estimated $406K.
  • Pitcairn first reported a position in Southern Company in Q1 2019 and held it in 25 quarters.
  • Pitcairn's Southern Company position peaked at $1.35M in Q1 2025.
  • 2,262 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.