SMH
SO icon

Sanders Morris Harris’s Southern Company SO Stock Holding History

Sanders Morris Harris’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
-2,200
Closed -$202K – 327
2025
Q2 		$202K Sell
2,200
-40
-2% -$3.59K 0.05% 144
2025
Q1 		$206K Buy
+2,240
New +$194K 0.03% 252
2024
Q4 		– Sell
-2,300
Closed -$207K – 312
2024
Q3 		$207K Buy
+2,300
New +$196K 0.03% 253
2017
Q2 		– Sell
-4,050
Closed -$201K – 149
2017
Q1 		$201K Buy
+4,050
New +$200K 0.07% 126
2016
Q2 		– Sell
-4,727
Closed -$244K – 319
2016
Q1 		$244K Buy
+4,727
New +$230K 0.04% 264

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Sanders Morris Harris's SO Position: Q3 2025 in Review

Sanders Morris Harris sold out of Southern Company (SO) in Q3 2025, closing a stake of 2,200 shares — an estimated $202K sold.

Sanders Morris Harris first reported a position in SO in Q1 2016 and held it in 5 quarters. The position peaked at $244K in Q1 2016. 2,220 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Sanders Morris Harris reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • Sanders Morris Harris sold 2,200 Southern Company shares in Q3 2025, an estimated $202K.
  • Sanders Morris Harris first reported a position in Southern Company in Q1 2016 and held it in 5 quarters.
  • Sanders Morris Harris's Southern Company position peaked at $244K in Q1 2016.
  • 2,220 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Sanders Morris Harris's 13F filing for Q3 2025, filed 7 Oct 2025.