SageView Advisory Group’s Southern Company SO Stock Holding History

SageView Advisory Group’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	$1.72M	Sell	19,758 -746	-4%	-$68.1K	0.06%	174
2025 Q3	$1.94M	Buy	20,504 +15,975	+353%	+$1.49M	0.07%	158
2025 Q2	$427K	Buy	4,529 +343	+8%	+$30.8K	0.02%	407
2025 Q1	$385K	Buy	4,186 +87	+2%	+$7.53K	0.02%	400
2024 Q4	$337K	Buy	4,099 +1,311	+47%	+$115K	0.01%	423
2024 Q3	$251K	Sell	2,788 -4,816	-63%	-$411K	0.01%	442
2024 Q2	$590K	Buy	+7,604	New	+$576K	0.03%	308
2024 Q1	–	Sell	-8,441	Closed	-$585K	–	768
2023 Q4	$585K	Buy	+8,441	New	+$580K	0.03%	363
2023 Q3	–	Sell	-3,017	Closed	-$212K	–	549
2023 Q2	$212K	Buy	+3,017	New	+$216K	0.01%	523
2023 Q1	–	Sell	-3,558	Closed	-$254K	–	481
2022 Q4	$254K	Buy	+3,558	New	+$238K	0.02%	357

Other funds holding SO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SageView Advisory Group's SO Position: Q4 2025 in Review

SageView Advisory Group reduced its Southern Company (SO) stake by 3.6% in Q4 2025, selling an estimated $68.1K and leaving 19,758 shares worth $1.72M. The position accounts for 0.06% of the portfolio, ranked #174.

SageView Advisory Group first reported a position in SO in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.94M in Q3 2025. 2,263 funds tracked by Wall St. Rank hold SO as of Q4 2025.

SageView Advisory Group held 19,758 shares of Southern Company worth $1.72M as of Q4 2025.
SageView Advisory Group sold 746 Southern Company shares in Q4 2025, an estimated $68.1K.
Southern Company made up 0.06% of SageView Advisory Group's portfolio in Q4 2025, its #174 holding.
SageView Advisory Group first reported a position in Southern Company in Q4 2022 and has held it in 10 quarters since.
SageView Advisory Group's Southern Company position peaked at $1.94M in Q3 2025.
2,263 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.