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Seven Springs Wealth Group’s Southern Company SO Stock Holding History

Seven Springs Wealth 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
Q3 		– Sell
-2,474
Closed -$227K – 85
2025
Q2 		$227K Hold
2,474
– – 0.06% 78
2025
Q1 		$227K Hold
2,474
– – 0.08% 74
2024
Q4 		$204K Buy
+2,474
New +$217K 0.08% 75
2021
Q2 		– Sell
-525
Closed -$33K – 131
2021
Q1 		$33K Hold
525
– – 0.02% 90
2020
Q4 		$32K Hold
525
– – 0.02% 89
2020
Q3 		$28K Hold
525
– – 0.02% 87
2020
Q2 		$27K Hold
525
– – 0.02% 83
2020
Q1 		$28K Sell
525
-100
-16% -$6.33K 0.02% 81
2019
Q4 		$40K Buy
+625
New +$38.7K 0.03% 98

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Seven Springs Wealth Group's SO Position: Q3 2025 in Review

Seven Springs Wealth Group sold out of Southern Company (SO) in Q3 2025, closing a stake of 2,474 shares — an estimated $227K sold.

Seven Springs Wealth Group first reported a position in SO in Q4 2019 and held it in 9 quarters. The position peaked at $227K in Q1 2025. 2,219 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Seven Springs Wealth Group reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • Seven Springs Wealth Group sold 2,474 Southern Company shares in Q3 2025, an estimated $227K.
  • Seven Springs Wealth Group first reported a position in Southern Company in Q4 2019 and held it in 9 quarters.
  • Seven Springs Wealth Group's Southern Company position peaked at $227K in Q1 2025.
  • 2,219 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Seven Springs Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.