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Principal Street Partners’s Southern Company SO Stock Holding History

Principal Street 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
Q3 		– Sell
-3,578
Closed -$329K – 351
2025
Q2 		$329K Buy
+3,578
New +$321K 0.03% 257
2024
Q4 		– Sell
-3,424
Closed -$290K – 252
2024
Q3 		$290K Buy
+3,424
New +$292K 0.05% 177
2023
Q3 		– Sell
-8,487
Closed -$596K – 229
2023
Q2 		$596K Buy
8,487
+1,332
+19% +$95.5K 0.14% 103
2023
Q1 		$498K Sell
7,155
-25
-0.3% -$1.68K 0.13% 117
2022
Q4 		$513K Buy
7,180
+176
+3% +$11.8K 0.13% 118
2022
Q3 		$477K Buy
7,004
+52
+0.7% +$3.94K 0.13% 126
2022
Q2 		$496K Buy
6,952
+44
+0.6% +$3.23K 0.13% 124
2022
Q1 		$501K Buy
6,908
+124
+2% +$8.4K 0.11% 141
2021
Q4 		$465K Buy
6,784
+552
+9% +$35.2K 0.11% 144
2021
Q3 		$387K Sell
6,232
-160
-3% -$10.3K 0.11% 138
2021
Q2 		$387K Sell
6,392
-4,278
-40% -$274K 0.1% 144
2021
Q1 		$663K Buy
10,670
+3,687
+53% +$221K 0.09% 150
2020
Q4 		$429K Sell
6,983
-287
-4% -$17.3K 0.13% 114
2020
Q3 		$395K Buy
7,270
+202
+3% +$10.8K 0.14% 105
2020
Q2 		$366K Sell
7,068
-1,061
-13% -$59K 0.14% 95
2020
Q1 		$440K Sell
8,129
-9,496
-54% -$602K 0.18% 81
2019
Q4 		$1.12M Buy
17,625
+4,936
+39% +$306K 0.25% 71
2019
Q3 		$784K Buy
12,689
+8,681
+217% +$503K 0.2% 84
2019
Q2 		$222K Buy
+4,008
New +$215K 0.12% 129

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 $3.38T AUM 44.17% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Principal Street Partners's SO Position: Q3 2025 in Review

Principal Street Partners sold out of Southern Company (SO) in Q3 2025, closing a stake of 3,578 shares — an estimated $329K sold.

Principal Street Partners first reported a position in SO in Q2 2019 and held it in 19 quarters. The position peaked at $1.12M in Q4 2019. 2,220 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Principal Street Partners reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • Principal Street Partners sold 3,578 Southern Company shares in Q3 2025, an estimated $329K.
  • Principal Street Partners first reported a position in Southern Company in Q2 2019 and held it in 19 quarters.
  • Principal Street Partners's Southern Company position peaked at $1.12M in Q4 2019.
  • 2,220 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Principal Street Partners's 13F filing for Q3 2025, filed 14 Nov 2025.