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Plato Investment Management’s Southern Company SO Stock Holding History

Plato Investment 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
-876
Closed -$82.4K – 542
2025
Q3 		$82.4K Hold
876
– – 0.01% 429
2025
Q2 		$80.1K Hold
876
– – 0.01% 435
2025
Q1 		$81.4K Hold
876
– – 0.01% 435
2024
Q4 		$72.4K Sell
876
-2,916
-77% -$256K 0.01% 478
2024
Q3 		$342K Buy
3,792
+434
+13% +$37.1K 0.03% 345
2024
Q2 		$260K Sell
3,358
-264
-7% -$20K 0.02% 320
2024
Q1 		$260K Hold
3,622
– – 0.03% 303
2023
Q4 		$254K Buy
+3,622
New +$249K 0.31% 85

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Plato Investment Management's SO Position: Q4 2025 in Review

Plato Investment Management sold out of Southern Company (SO) in Q4 2025, closing a stake of 876 shares — an estimated $82.4K sold.

Plato Investment Management first reported a position in SO in Q4 2023 and held it in 8 quarters. The position peaked at $342K in Q3 2024. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Plato Investment Management reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
  • Plato Investment Management sold 876 Southern Company shares in Q4 2025, an estimated $82.4K.
  • Plato Investment Management first reported a position in Southern Company in Q4 2023 and held it in 8 quarters.
  • Plato Investment Management's Southern Company position peaked at $342K in Q3 2024.
  • 2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Plato Investment Management's 13F filing for Q4 2025, filed 4 Feb 2026.