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Smith Anglin Financial’s Southern Company SO Stock Holding History

Smith Anglin Financial’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 		$415K Sell
4,521
-50
-1% -$4.49K 0.04% 134
2025
Q1 		$420K Sell
4,571
-2,170
-32% -$188K 0.04% 132
2024
Q4 		$555K Buy
6,741
+2,241
+50% +$197K 0.05% 111
2024
Q3 		$406K Buy
4,500
+1
+0% +$85 0.04% 127
2024
Q2 		$349K Sell
4,499
-665
-13% -$50.4K 0.04% 133
2024
Q1 		$370K Buy
5,164
+644
+14% +$44.5K 0.04% 124
2023
Q4 		$317K Buy
4,520
+5
+0.1% +$343 0.04% 132
2023
Q3 		$292K Buy
4,515
+5
+0.1% +$347 0.04% 133
2023
Q2 		$317K Buy
4,510
+5
+0.1% +$359 0.04% 131
2023
Q1 		$313K Buy
4,505
+6
+0.1% +$404 0.05% 119
2022
Q4 		$321K Buy
4,499
+7
+0.2% +$468 0.06% 102
2022
Q3 		$305K Buy
4,492
+7
+0.2% +$530 0.06% 104
2022
Q2 		$320K Sell
4,485
-244
-5% -$17.9K 0.09% 90
2022
Q1 		$343K Buy
4,729
+496
+12% +$33.6K 0.08% 90
2021
Q4 		$290K Buy
+4,233
New +$270K 0.05% 120

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 $134M AUM 21.11% 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

Smith Anglin Financial's SO Position: Q2 2025 in Review

Smith Anglin Financial reduced its Southern Company (SO) stake by 1.1% in Q2 2025, selling an estimated $4.49K and leaving 4,521 shares worth $415K. The position accounts for 0.04% of the portfolio, ranked #134.

Smith Anglin Financial first reported a position in SO in Q4 2021 and has held it in 15 quarters since. The position peaked at $555K in Q4 2024. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Smith Anglin Financial held 4,521 shares of Southern Company worth $415K as of Q2 2025.
  • Smith Anglin Financial sold 50 Southern Company shares in Q2 2025, an estimated $4.49K.
  • Southern Company made up 0.04% of Smith Anglin Financial's portfolio in Q2 2025, its #134 holding.
  • Smith Anglin Financial first reported a position in Southern Company in Q4 2021 and has held it in 15 quarters since.
  • Smith Anglin Financial's Southern Company position peaked at $555K in Q4 2024.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.