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Puff Wealth Management’s Southern Company SO Stock Holding History

Puff Wealth 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
Q3 		– Sell
-1,179
Closed -$108K – 112
2025
Q2 		$108K Sell
1,179
-122
-9% -$11K 0.08% 102
2025
Q1 		$120K Buy
+1,301
New +$113K 0.11% 84

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

Puff Wealth Management's SO Position: Q3 2025 in Review

Puff Wealth Management sold out of Southern Company (SO) in Q3 2025, closing a stake of 1,179 shares — an estimated $108K sold.

Puff Wealth Management first reported a position in SO in Q1 2025 and held it in 2 quarters. The position peaked at $120K in Q1 2025. 2,215 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Puff Wealth Management reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • Puff Wealth Management sold 1,179 Southern Company shares in Q3 2025, an estimated $108K.
  • Puff Wealth Management first reported a position in Southern Company in Q1 2025 and held it in 2 quarters.
  • Puff Wealth Management's Southern Company position peaked at $120K in Q1 2025.
  • 2,215 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Puff Wealth Management's 13F filing for Q3 2025, filed 6 Oct 2025.