PrairieView Partners’s Southern Company SO Stock Holding History

PrairieView Partners’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 Q2	$110K	Sell	1,200 -147	-11%	-$13.2K	0.01%	156
2025 Q1	$123K	Hold	1,347	–	–	0.01%	146
2024 Q4	$110K	Sell	1,347 -1,653	-55%	-$145K	0.01%	156
2024 Q3	$270K	Sell	3,000 -8,200	-73%	-$700K	0.03%	109
2024 Q2	$868K	Buy	11,200 +10,000	+833%	+$758K	0.1%	65
2024 Q1	$87K	Hold	1,200	–	–	0.01%	150
2023 Q4	$84K	Hold	1,200	–	–	0.01%	145
2023 Q3	$77K	Sell	1,200 -1,026	-46%	-$71.2K	0.01%	148
2023 Q2	$156K	Hold	2,226	–	–	0.02%	132
2023 Q1	$154K	Hold	2,226	–	–	0.02%	121
2022 Q4	$158K	Hold	2,226	–	–	0.02%	119
2022 Q3	$151K	Hold	2,226	–	–	0.02%	113
2022 Q2	$159K	Hold	2,226	–	–	0.02%	111
2022 Q1	$161K	Hold	2,226	–	–	0.02%	118
2021 Q4	$153K	Hold	2,226	–	–	0.02%	113
2021 Q3	$138K	Hold	2,226	–	–	0.02%	113
2021 Q2	$135K	Hold	2,226	–	–	0.02%	112
2021 Q1	$138K	Hold	2,226	–	–	0.02%	107
2020 Q4	$137K	Hold	2,226	–	–	0.02%	100
2020 Q3	$121K	Hold	2,226	–	–	0.03%	100
2020 Q2	$115K	Hold	2,226	–	–	0.03%	100
2020 Q1	$121K	Buy	+2,226	New	+$141K	0.03%	99

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

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

PrairieView Partners's SO Position: Q2 2025 in Review

PrairieView Partners reduced its Southern Company (SO) stake by 11% in Q2 2025, selling an estimated $13.2K and leaving 1,200 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #156.

PrairieView Partners first reported a position in SO in Q1 2020 and has held it in 22 quarters since. The position peaked at $868K in Q2 2024. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

PrairieView Partners held 1,200 shares of Southern Company worth $110K as of Q2 2025.
PrairieView Partners sold 147 Southern Company shares in Q2 2025, an estimated $13.2K.
Southern Company made up 0.01% of PrairieView Partners's portfolio in Q2 2025, its #156 holding.
PrairieView Partners first reported a position in Southern Company in Q1 2020 and has held it in 22 quarters since.
PrairieView Partners's Southern Company position peaked at $868K in Q2 2024.
2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.