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SIMA Wealth Partners’s Southern Company SO Stock Holding History

SIMA Wealth 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
Q2 		– Sell
-3,780
Closed -$348K – 179
2025
Q1 		$348K Buy
3,780
+31
+0.8% +$2.68K 0.29% 35
2024
Q4 		$309K Buy
+3,749
New +$329K 0.26% 38

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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SIMA Wealth Partners's SO Position: Q2 2025 in Review

SIMA Wealth Partners sold out of Southern Company (SO) in Q2 2025, closing a stake of 3,780 shares — an estimated $348K sold.

SIMA Wealth Partners first reported a position in SO in Q4 2024 and held it in 2 quarters. The position peaked at $348K in Q1 2025. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • SIMA Wealth Partners reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 3,780 Southern Company shares in Q2 2025, an estimated $348K.
  • SIMA Wealth Partners first reported a position in Southern Company in Q4 2024 and held it in 2 quarters.
  • SIMA Wealth Partners's Southern Company position peaked at $348K in Q1 2025.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on SIMA Wealth Partners's 13F filing for Q2 2025, filed 15 Jun 2026.