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SCP Investment’s Southern Company SO Stock Holding History

SCP Investment’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
-9,600
Closed -$910K – 50
2025
Q3 		$910K Sell
9,600
-2,000
-17% -$187K 0.73% 28
2025
Q2 		$1.07M Buy
11,600
+1,800
+18% +$162K 0.86% 19
2025
Q1 		$901K Buy
+9,800
New +$848K 0.77% 23
2024
Q1 		– Sell
-7,800
Closed -$548K – 57
2023
Q4 		$548K Buy
+7,800
New +$536K 0.41% 21

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 $3.37T AUM 44.26% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

SCP Investment's SO Position: Q4 2025 in Review

SCP Investment sold out of Southern Company (SO) in Q4 2025, closing a stake of 9,600 shares — an estimated $910K sold.

SCP Investment first reported a position in SO in Q4 2023 and held it in 4 quarters. The position peaked at $1.07M in Q2 2025. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • SCP Investment reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
  • SCP Investment sold 9,600 Southern Company shares in Q4 2025, an estimated $910K.
  • SCP Investment first reported a position in Southern Company in Q4 2023 and held it in 4 quarters.
  • SCP Investment's Southern Company position peaked at $1.07M in Q2 2025.
  • 2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on SCP Investment's 13F filing for Q4 2025, filed 10 Feb 2026.