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Sonora Investment Management Group’s Southern Company SO Stock Holding History

Sonora Investment Management Group’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 		$748K Sell
7,894
-53
-0.7% -$4.95K 0.05% 143
2025
Q2 		$730K Buy
7,947
+307
+4% +$27.6K 0.05% 147
2025
Q1 		$702K Buy
7,640
+368
+5% +$31.9K 0.06% 142
2024
Q4 		$599K Buy
7,272
+13
+0.2% +$1.14K 0.05% 153
2024
Q3 		$655K Buy
7,259
+849
+13% +$72.5K 0.05% 153
2024
Q2 		$460K Hold
6,410
– – 0.04% 181
2024
Q1 		$460K Sell
6,410
-767
-11% -$52.9K 0.04% 181
2023
Q4 		$503K Buy
7,177
+801
+13% +$55K 0.04% 167
2023
Q3 		$413K Buy
6,376
+1,168
+22% +$81.1K 0.04% 174
2023
Q2 		$366K Buy
5,208
+1,901
+57% +$136K 0.03% 187
2023
Q1 		$230K Buy
3,307
+147
+5% +$9.9K 0.02% 236
2022
Q4 		$226K Sell
3,160
-93
-3% -$6.22K 0.02% 240
2022
Q3 		$232K Hold
3,253
– – 0.03% 178
2022
Q2 		$232K Hold
3,253
– – 0.02% 211
2022
Q1 		$236K Sell
3,253
-486
-13% -$32.9K 0.03% 186
2021
Q4 		$256K Buy
+3,739
New +$238K 0.03% 181

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

Sonora Investment Management Group's SO Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Southern Company (SO) stake by 0.67% in Q3 2025, selling an estimated $4.95K and leaving 7,894 shares worth $748K. The position accounts for 0.05% of the portfolio, ranked #143.

Sonora Investment Management Group first reported a position in SO in Q4 2021 and has held it in 16 quarters since. 2,216 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Sonora Investment Management Group held 7,894 shares of Southern Company worth $748K as of Q3 2025.
  • Sonora Investment Management Group sold 53 Southern Company shares in Q3 2025, an estimated $4.95K.
  • Southern Company made up 0.05% of Sonora Investment Management Group's portfolio in Q3 2025, its #143 holding.
  • Sonora Investment Management Group first reported a position in Southern Company in Q4 2021 and has held it in 16 quarters since.
  • 2,216 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.