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Sheaff Brock Investment Advisors’s Southern Company SO Stock Holding History

Sheaff Brock Investment 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
Q1 		$1.47M Sell
16,009
-1,517
-9% -$131K 0.14% 136
2024
Q4 		$1.44M Buy
17,526
+580
+3% +$50.9K 0.13% 136
2024
Q3 		$1.53M Sell
16,946
-9,700
-36% -$829K 0.13% 130
2024
Q2 		$2.07M Sell
26,646
-3,949
-13% -$299K 0.19% 104
2024
Q1 		$2.19M Buy
30,595
+20
+0.1% +$1.38K 0.14% 112
2023
Q4 		$2.14M Sell
30,575
-11
-0% -$755 0.17% 100
2023
Q3 		$1.98M Buy
30,586
+225
+0.7% +$15.6K 0.18% 100
2023
Q2 		$2.13M Sell
30,361
-530
-2% -$38K 0.18% 98
2023
Q1 		$2.15M Buy
30,891
+20
+0.1% +$1.35K 0.2% 94
2022
Q4 		$2.2M Buy
30,871
+69
+0.2% +$4.61K 0.22% 83
2022
Q3 		$2.1M Sell
30,802
-434
-1% -$32.9K 0.23% 81
2022
Q2 		$2.23M Buy
31,236
+213
+0.7% +$15.6K 0.19% 78
2022
Q1 		$2.25M Buy
31,023
+568
+2% +$38.5K 0.16% 96
2021
Q4 		$2.09M Sell
30,455
-1,176
-4% -$75K 0.14% 102
2021
Q3 		$1.96M Sell
31,631
-2,981
-9% -$192K 0.14% 105
2021
Q2 		$2.09M Sell
34,612
-1,414
-4% -$90.4K 0.15% 96
2021
Q1 		$2.24M Buy
36,026
+2,990
+9% +$179K 0.18% 82
2020
Q4 		$2.03M Buy
33,036
+1,819
+6% +$109K 0.17% 83
2020
Q3 		$1.69M Sell
31,217
-2,178
-7% -$116K 0.16% 91
2020
Q2 		$1.73M Buy
33,395
+419
+1% +$23.3K 0.17% 84
2020
Q1 		$1.78M Sell
32,976
-1,991
-6% -$126K 0.24% 72
2019
Q4 		$2.23M Buy
34,967
+467
+1% +$28.9K 0.22% 72
2019
Q3 		$2.13M Buy
34,500
+18
+0.1% +$1.04K 0.23% 73
2019
Q2 		$1.91M Sell
34,482
-182
-0.5% -$9.74K 0.2% 80
2019
Q1 		$1.79M Buy
34,664
+1,752
+5% +$85.9K 0.22% 86
2018
Q4 		$1.45M Hold
32,912
– – 0.23% 84
2018
Q3 		$1.44M Buy
32,912
+326
+1% +$15K 0.14% 107
2018
Q2 		$1.51M Buy
32,586
+4
+0% +$179 0.15% 102
2018
Q1 		$1.46M Sell
32,582
-6,401
-16% -$284K 0.15% 107
2017
Q4 		$1.88M Sell
38,983
-23
-0.1% -$1.17K 0.24% 88
2017
Q3 		$1.92M Buy
39,006
+2
+0% +$97 0.25% 90
2017
Q2 		$1.87M Sell
39,004
-7,608
-16% -$381K 0.25% 87
2017
Q1 		$2.32M Sell
46,612
-165
-0.4% -$8.15K 0.3% 70
2016
Q4 		$2.3M Sell
46,777
-3,444
-7% -$169K 0.29% 77
2016
Q3 		$2.58M Sell
50,221
-1,989
-4% -$105K 0.34% 67
2016
Q2 		$2.8M Sell
52,210
-1,388
-3% -$69.8K 0.36% 65
2016
Q1 		$2.77M Sell
53,598
-578
-1% -$28.2K 0.34% 63
2015
Q4 		$2.54M Buy
+54,176
New +$2.46M 0.29% 78

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sheaff Brock Investment Advisors's SO Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Southern Company (SO) stake by 8.7% in Q1 2025, selling an estimated $131K and leaving 16,009 shares worth $1.47M. The position accounts for 0.14% of the portfolio, ranked #136.

Sheaff Brock Investment Advisors first reported a position in SO in Q4 2015 and has held it in 38 quarters since. The position peaked at $2.8M in Q2 2016. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Sheaff Brock Investment Advisors held 16,009 shares of Southern Company worth $1.47M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 1,517 Southern Company shares in Q1 2025, an estimated $131K.
  • Southern Company made up 0.14% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #136 holding.
  • Sheaff Brock Investment Advisors first reported a position in Southern Company in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Southern Company position peaked at $2.8M in Q2 2016.
  • 2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.