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Semmax Financial Advisors’s Southern Company SO Stock Holding History

Semmax Financial Advisors’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
Q2 		$388K Buy
4,097
+30
+0.7% +$2.69K 0.1% 122
2025
Q1 		$367K Buy
4,067
+29
+0.7% +$2.51K 0.1% 116
2024
Q4 		$350K Buy
4,038
+30
+0.7% +$2.63K 0.09% 115
2024
Q3 		$352K Buy
4,008
+28
+0.7% +$2.39K 0.1% 111
2024
Q2 		$347K Buy
3,980
+32
+0.8% +$2.42K 0.1% 108
2024
Q1 		$311K Buy
3,948
+35
+0.9% +$2.42K 0.1% 107
2023
Q4 		$264K Buy
3,913
+34
+0.9% +$2.33K 0.1% 101
2023
Q3 		$261K Buy
+3,879
New +$269K 0.1% 88
2022
Q4 		$252K Buy
3,598
+33
+0.9% +$2.21K 0.1% 78
2022
Q3 		$226K Buy
3,565
+29
+0.8% +$2.2K 0.1% 81
2022
Q2 		$277K Buy
3,536
+29
+0.8% +$2.13K 0.11% 84
2022
Q1 		$254K Buy
3,507
+3,148
+877% +$213K 0.1% 98
2021
Q4 		$25K Hold
359
– – 0.01% 159
2021
Q3 		$22K Hold
359
– – 0.01% 158
2021
Q2 		$22K Hold
359
– – 0.01% 156
2021
Q1 		$22K Sell
359
-447
-55% -$26.8K 0.01% 164
2020
Q4 		$50K Sell
806
-53
-6% -$3.19K 0.02% 121
2020
Q3 		$47K Sell
859
-142
-14% -$7.59K 0.02% 116
2020
Q2 		$52K Sell
1,001
-506
-34% -$28.1K 0.03% 108
2020
Q1 		$82K Sell
1,507
-46,536
-97% -$2.95M 0.05% 101
2019
Q4 		$3.06M Buy
48,043
+3,857
+9% +$239K 1.69% 17
2019
Q3 		$2.73M Buy
44,186
+6,052
+16% +$351K 1.63% 17
2019
Q2 		$2.11M Buy
38,134
+10,331
+37% +$553K 1.36% 23
2019
Q1 		$1.44M Sell
27,803
-1,739
-6% -$85.2K 0.99% 23
2018
Q4 		$1.3M Buy
+29,542
New +$1.34M 1.01% 21

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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Semmax Financial Advisors's SO Position: Q2 2025 in Review

Semmax Financial Advisors increased its Southern Company (SO) stake by 0.74% in Q2 2025, buying an estimated $2.69K and bringing the position to 4,097 shares worth $388K. The position accounts for 0.1% of the portfolio, ranked #122.

Semmax Financial Advisors first reported a position in SO in Q4 2018 and has held it in 25 quarters since. The position peaked at $3.06M in Q4 2019. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Semmax Financial Advisors held 4,097 shares of Southern Company worth $388K as of Q2 2025.
  • Semmax Financial Advisors bought 30 Southern Company shares in Q2 2025, an estimated $2.69K.
  • Southern Company made up 0.1% of Semmax Financial Advisors's portfolio in Q2 2025, its #122 holding.
  • Semmax Financial Advisors first reported a position in Southern Company in Q4 2018 and has held it in 25 quarters since.
  • Semmax Financial Advisors's Southern Company position peaked at $3.06M in Q4 2019.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.