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Ransom Advisory’s Southern Company SO Stock Holding History

Ransom Advisory’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 		$163K Hold
1,866
– – 0.06% 138
2025
Q3 		$177K Hold
1,866
– – 0.08% 114
2025
Q2 		$171K Hold
1,866
– – 0.08% 113
2025
Q1 		$172K Hold
1,866
– – 0.08% 119
2024
Q4 		$154K Hold
1,866
– – 0.07% 134
2024
Q3 		$168K Sell
1,866
-400
-18% -$34.2K 0.08% 130
2024
Q2 		$176K Hold
2,266
– – 0.09% 126
2024
Q1 		$163K Buy
+2,266
New +$156K 0.09% 125

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

Ransom Advisory's SO Position: Q4 2025 in Review

Ransom Advisory held its Southern Company (SO) position steady in Q4 2025 at 1,866 shares worth $163K. The position accounts for 0.06% of the portfolio, ranked #138.

Ransom Advisory first reported a position in SO in Q1 2024 and has held it in 8 quarters since. The position peaked at $177K in Q3 2025. 2,263 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Ransom Advisory held 1,866 shares of Southern Company worth $163K as of Q4 2025.
  • Ransom Advisory left its Southern Company share count unchanged in Q4 2025.
  • Southern Company made up 0.06% of Ransom Advisory's portfolio in Q4 2025, its #138 holding.
  • Ransom Advisory first reported a position in Southern Company in Q1 2024 and has held it in 8 quarters since.
  • Ransom Advisory's Southern Company position peaked at $177K in Q3 2025.
  • 2,263 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.