R Squared’s Southern Company SO Stock Holding History

R Squared’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	-15,719	Closed	-$1.49M	–	701
2025 Q3	$1.49M	Buy	+15,719	New	+$1.47M	0.64%	24
2025 Q1	–	Sell	-6,420	Closed	-$528K	–	1327
2024 Q4	$528K	Buy	+6,420	New	+$563K	0.51%	24

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

R Squared's SO Position: Q4 2025 in Review

R Squared sold out of Southern Company (SO) in Q4 2025, closing a stake of 15,719 shares — an estimated $1.49M sold.

R Squared first reported a position in SO in Q4 2024 and held it in 2 quarters. The position peaked at $1.49M in Q3 2025. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

R Squared reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
R Squared sold 15,719 Southern Company shares in Q4 2025, an estimated $1.49M.
R Squared first reported a position in Southern Company in Q4 2024 and held it in 2 quarters.
R Squared's Southern Company position peaked at $1.49M in Q3 2025.
2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on R Squared's 13F filing for Q4 2025, filed 30 Jan 2026.