PPH
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Pure Portfolios Holdings’s Southern Company SO Stock Holding History

Pure Portfolios Holdings’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 		$286K Buy
3,281
+3
+0.1% +$274 0.09% 87
2025
Q3 		$311K Buy
3,278
+4
+0.1% +$373 0.1% 82
2025
Q2 		$301K Buy
3,274
+160
+5% +$14.4K 0.1% 80
2025
Q1 		$286K Sell
3,114
-198
-6% -$17.1K 0.11% 79
2024
Q4 		$273K Buy
3,312
+4
+0.1% +$351 0.1% 83
2024
Q3 		$298K Buy
+3,308
New +$283K 0.11% 78

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

Pure Portfolios Holdings's SO Position: Q4 2025 in Review

Pure Portfolios Holdings increased its Southern Company (SO) stake by 0.09% in Q4 2025, buying an estimated $274 and bringing the position to 3,281 shares worth $286K. The position accounts for 0.09% of the portfolio, ranked #87.

Pure Portfolios Holdings first reported a position in SO in Q3 2024 and has held it in 6 quarters since. The position peaked at $311K in Q3 2025. 2,263 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Pure Portfolios Holdings held 3,281 shares of Southern Company worth $286K as of Q4 2025.
  • Pure Portfolios Holdings bought 3 Southern Company shares in Q4 2025, an estimated $274.
  • Southern Company made up 0.09% of Pure Portfolios Holdings's portfolio in Q4 2025, its #87 holding.
  • Pure Portfolios Holdings first reported a position in Southern Company in Q3 2024 and has held it in 6 quarters since.
  • Pure Portfolios Holdings's Southern Company position peaked at $311K in Q3 2025.
  • 2,263 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Pure Portfolios Holdings's 13F filing for Q4 2025, filed 30 Jan 2026.