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Shorepoint Capital Partners’s Southern Company SO Stock Holding History

Shorepoint Capital Partners’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 		$4.73M Buy
+49,905
New +$4.66M 0.94% 40
2025
Q1 		$4.53M Buy
49,256
+1,495
+3% +$129K 1.02% 36
2024
Q4 		$3.93M Buy
47,761
+1,623
+4% +$142K 0.9% 41
2024
Q3 		$4.16M Sell
46,138
-1,817
-4% -$155K 0.95% 41
2024
Q2 		$3.72M Buy
47,955
+1,013
+2% +$76.8K 0.87% 44
2024
Q1 		$3.37M Buy
46,942
+3,550
+8% +$245K 0.82% 48
2023
Q4 		$3.04M Buy
43,392
+1,890
+5% +$130K 0.82% 49
2023
Q3 		$2.69M Buy
41,502
+991
+2% +$68.8K 0.79% 49
2023
Q2 		$2.85M Buy
40,511
+904
+2% +$64.8K 0.8% 48
2023
Q1 		$2.76M Buy
39,607
+848
+2% +$57.1K 0.79% 50
2022
Q4 		$2.77M Buy
38,759
+34,734
+863% +$2.32M 0.77% 49
2022
Q3 		$274K Hold
4,025
– – 0.13% 71
2022
Q2 		$287K Sell
4,025
-250
-6% -$18.4K 0.12% 75
2022
Q1 		$310K Hold
4,275
– – 0.13% 69
2021
Q4 		$293K Hold
4,275
– – 0.12% 71
2021
Q3 		$265K Buy
+4,275
New +$275K 0.12% 74
2021
Q1 		$275K Hold
4,425
– – 0.15% 69
2020
Q4 		$272K Hold
4,425
– – 0.15% 71
2020
Q3 		$240K Hold
4,425
– – 0.15% 72
2020
Q2 		$229K Sell
4,425
-75
-2% -$4.17K 0.15% 75
2020
Q1 		$244K Buy
+4,500
New +$285K 0.2% 72
2019
Q4 		– Sell
-4,500
Closed -$278K – 93
2019
Q3 		$278K Hold
4,500
– – 0.16% 81
2019
Q2 		$249K Hold
4,500
– – 0.14% 84
2019
Q1 		$233K Buy
+4,500
New +$221K 0.13% 82

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 $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Shorepoint Capital Partners's SO Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Southern Company (SO) in Q3 2025: 49,905 shares worth $4.73M. The stake represents 0.94% of the portfolio and ranks #40 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in SO as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in SO in Q1 2019 and has held it in 24 quarters since. 2,215 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Shorepoint Capital Partners held 49,905 shares of Southern Company worth $4.73M as of Q3 2025.
  • Southern Company was a new Shorepoint Capital Partners position in Q3 2025.
  • Southern Company made up 0.94% of Shorepoint Capital Partners's portfolio in Q3 2025, its #40 holding.
  • Shorepoint Capital Partners first reported a position in Southern Company in Q1 2019 and has held it in 24 quarters since.
  • 2,215 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.