SGC
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Slocum, Gordon & Co’s Southern Company SO Stock Holding History

Slocum, Gordon & Co’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 		– Sell
-1,381
Closed -$127K – 118
2025
Q2 		$127K Sell
1,381
-70
-5% -$6.29K 0.1% 68
2025
Q1 		$133K Hold
1,451
– – 0.1% 63
2024
Q4 		$119K Sell
1,451
-907,302
-100% -$79.6M 0.1% 66
2024
Q3 		$37.7M Buy
908,753
+907,219
+59,141% +$77.5M 15.17% 2
2024
Q2 		$119K Hold
1,534
– – 0.09% 64
2024
Q1 		$110K Hold
1,534
– – 0.08% 65
2023
Q4 		$108K Buy
1,534
+500
+48% +$34.3K 0.09% 63
2023
Q3 		$66.9K Hold
1,034
– – 0.06% 79
2023
Q2 		$72.6K Hold
1,034
– – 0.05% 69
2023
Q1 		$71.9K Sell
1,034
-1
-0.1% -$67 0.06% 74
2022
Q4 		$73.9K Buy
+1,035
New +$69.2K 0.05% 70

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

Slocum, Gordon & Co's SO Position: Q3 2025 in Review

Slocum, Gordon & Co sold out of Southern Company (SO) in Q3 2025, closing a stake of 1,381 shares — an estimated $127K sold.

Slocum, Gordon & Co first reported a position in SO in Q4 2022 and held it in 11 quarters. The position peaked at $37.7M in Q3 2024. 2,218 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Slocum, Gordon & Co reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • Slocum, Gordon & Co sold 1,381 Southern Company shares in Q3 2025, an estimated $127K.
  • Slocum, Gordon & Co first reported a position in Southern Company in Q4 2022 and held it in 11 quarters.
  • Slocum, Gordon & Co's Southern Company position peaked at $37.7M in Q3 2024.
  • 2,218 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Slocum, Gordon & Co's 13F filing for Q3 2025, filed 17 Oct 2025.