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Shilanski & Associates’s Southern Company SO Stock Holding History

Shilanski & Associates’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 		$5.86M Buy
61,841
+634
+1% +$59.2K 1.56% 20
2025
Q2 		$5.62M Sell
61,207
-492
-0.8% -$44.2K 1.61% 22
2025
Q1 		$5.67M Buy
61,699
+433
+0.7% +$37.5K 1.77% 17
2024
Q4 		$5.04M Buy
61,266
+77
+0.1% +$6.75K 1.62% 19
2024
Q3 		$5.52M Sell
61,189
-1,762
-3% -$151K 1.79% 16
2024
Q2 		$4.88M Buy
62,951
+272
+0.4% +$20.6K 1.64% 16
2024
Q1 		$4.5M Sell
62,679
-88
-0.1% -$6.08K 1.55% 19
2023
Q4 		$4.4M Sell
62,767
-728
-1% -$50K 1.68% 17
2023
Q3 		$4.11M Buy
63,495
+1,811
+3% +$126K 1.68% 17
2023
Q2 		$4.33M Buy
61,684
+1,956
+3% +$140K 1.75% 16
2023
Q1 		$4.27M Buy
59,728
+1,298
+2% +$87.4K 1.92% 14
2022
Q4 		$4.17M Buy
+58,430
New +$3.91M 1.82% 16
2022
Q3 		– Sell
-57,861
Closed -$4.13M – 202
2022
Q2 		$4.13M Sell
57,861
-1,987
-3% -$146K 1.93% 15
2022
Q1 		$4.34M Sell
59,848
-195
-0.3% -$13.2K 1.82% 14
2021
Q4 		$4.12M Buy
60,043
+519
+0.9% +$33.1K 1.75% 18
2021
Q3 		$3.69M Buy
59,524
+1,437
+2% +$92.5K 1.71% 18
2021
Q2 		$3.52M Buy
58,087
+1,324
+2% +$84.7K 1.67% 20
2021
Q1 		$3.53M Buy
56,763
+2,915
+5% +$175K 1.88% 19
2020
Q4 		$3.31M Sell
53,848
-7,135
-12% -$429K 2.01% 14
2020
Q3 		$3.31M Buy
60,983
+107
+0.2% +$5.72K 2.24% 11
2020
Q2 		$3.16M Buy
60,876
+2,492
+4% +$139K 2.3% 11
2020
Q1 		$3.16M Buy
58,384
+1,290
+2% +$81.7K 3.17% 9
2019
Q4 		$3.64M Buy
57,094
+472
+0.8% +$29.3K 2.8% 10
2019
Q3 		$3.5M Buy
56,622
+2,612
+5% +$151K 2.82% 12
2019
Q2 		$2.99M Buy
+54,010
New +$2.89M 2.42% 14

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

Shilanski & Associates's SO Position: Q3 2025 in Review

Shilanski & Associates increased its Southern Company (SO) stake by 1% in Q3 2025, buying an estimated $59.2K and bringing the position to 61,841 shares worth $5.86M. The position accounts for 1.56% of the portfolio, ranked #20.

Shilanski & Associates first reported a position in SO in Q2 2019 and has held it in 25 quarters since. 2,218 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Shilanski & Associates held 61,841 shares of Southern Company worth $5.86M as of Q3 2025.
  • Shilanski & Associates bought 634 Southern Company shares in Q3 2025, an estimated $59.2K.
  • Southern Company made up 1.56% of Shilanski & Associates's portfolio in Q3 2025, its #20 holding.
  • Shilanski & Associates first reported a position in Southern Company in Q2 2019 and has held it in 25 quarters since.
  • 2,218 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Shilanski & Associates's 13F filing for Q3 2025, filed 20 Oct 2025.