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Sherbrooke Park Advisers’s Southern Company SO Stock Holding History

Sherbrooke Park Advisers’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
-2,686
Closed -$255K – 498
2025
Q3 		$255K Buy
2,686
+219
+9% +$20.4K 0.12% 314
2025
Q2 		$227K Sell
2,467
-7,363
-75% -$661K 0.1% 366
2025
Q1 		$904K Sell
9,830
-5,568
-36% -$482K 0.42% 35
2024
Q4 		$1.27M Buy
15,398
+9,434
+158% +$828K 0.4% 23
2024
Q3 		$538K Buy
+5,964
New +$509K 0.12% 283
2024
Q1 		– Sell
-7,574
Closed -$531K – 988
2023
Q4 		$531K Buy
+7,574
New +$520K 0.25% 149
2023
Q1 		– Sell
-5,800
Closed -$414K – 310
2022
Q4 		$414K Buy
+5,800
New +$388K 0.3% 150

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sherbrooke Park Advisers's SO Position: Q4 2025 in Review

Sherbrooke Park Advisers sold out of Southern Company (SO) in Q4 2025, closing a stake of 2,686 shares — an estimated $255K sold.

Sherbrooke Park Advisers first reported a position in SO in Q4 2022 and held it in 7 quarters. The position peaked at $1.27M in Q4 2024. 2,263 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Sherbrooke Park Advisers reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 2,686 Southern Company shares in Q4 2025, an estimated $255K.
  • Sherbrooke Park Advisers first reported a position in Southern Company in Q4 2022 and held it in 7 quarters.
  • Sherbrooke Park Advisers's Southern Company position peaked at $1.27M in Q4 2024.
  • 2,263 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.