SFI
SO icon

SPC Financial Inc’s Southern Company SO Stock Holding History

SPC Financial Inc’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 		$1.26M Buy
13,258
+466
+4% +$43.5K 0.1% 102
2025
Q2 		$1.17M Buy
12,792
+80
+0.6% +$7.18K 0.1% 103
2025
Q1 		$1.17M Buy
+12,712
New +$1.1M 0.1% 101

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

SPC Financial Inc's SO Position: Q3 2025 in Review

SPC Financial Inc increased its Southern Company (SO) stake by 3.6% in Q3 2025, buying an estimated $43.5K and bringing the position to 13,258 shares worth $1.26M. The position accounts for 0.1% of the portfolio, ranked #102.

SPC Financial Inc first reported a position in SO in Q1 2025 and has held it in 3 quarters since. 2,216 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • SPC Financial Inc held 13,258 shares of Southern Company worth $1.26M as of Q3 2025.
  • SPC Financial Inc bought 466 Southern Company shares in Q3 2025, an estimated $43.5K.
  • Southern Company made up 0.1% of SPC Financial Inc's portfolio in Q3 2025, its #102 holding.
  • SPC Financial Inc first reported a position in Southern Company in Q1 2025 and has held it in 3 quarters since.
  • 2,216 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.