SC
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Stephens Consulting’s Southern Company SO Stock Holding History

Stephens Consulting’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
Q4 		$189K Buy
2,164
+17
+0.8% +$1.55K 0.06% 66
2025
Q3 		$203K Sell
2,147
-551
-20% -$51.4K 0.07% 63
2025
Q2 		$248K Sell
2,698
-679
-20% -$61K 0.06% 90
2025
Q1 		$311K Buy
3,377
+452
+15% +$39.1K 0.08% 78
2024
Q4 		$241K Buy
2,925
+513
+21% +$45K 0.06% 85
2024
Q3 		$218K Sell
2,412
-69
-3% -$5.89K 0.06% 84
2024
Q2 		$192K Buy
2,481
+102
+4% +$7.73K 0.05% 85
2024
Q1 		$171K Hold
2,379
– – 0.05% 90
2023
Q4 		$167K Hold
2,379
– – 0.06% 88
2023
Q3 		$154K Hold
2,379
– – 0.06% 88
2023
Q2 		$167K Hold
2,379
– – 0.07% 83
2023
Q1 		$166K Hold
2,379
– – 0.1% 85
2022
Q4 		$170K Hold
2,379
– – 0.11% 81
2022
Q3 		$162K Hold
2,379
– – 0.15% 78
2022
Q2 		$170K Sell
2,379
-600
-20% -$44.1K 0.14% 73
2022
Q1 		$216K Sell
2,979
-600
-17% -$40.6K 0.18% 76
2021
Q4 		$245K Buy
+3,579
New +$228K 0.2% 84

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Stephens Consulting's SO Position: Q4 2025 in Review

Stephens Consulting increased its Southern Company (SO) stake by 0.79% in Q4 2025, buying an estimated $1.55K and bringing the position to 2,164 shares worth $189K. The position accounts for 0.06% of the portfolio, ranked #66.

Stephens Consulting first reported a position in SO in Q4 2021 and has held it in 17 quarters since. The position peaked at $311K in Q1 2025. 2,262 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Stephens Consulting held 2,164 shares of Southern Company worth $189K as of Q4 2025.
  • Stephens Consulting bought 17 Southern Company shares in Q4 2025, an estimated $1.55K.
  • Southern Company made up 0.06% of Stephens Consulting's portfolio in Q4 2025, its #66 holding.
  • Stephens Consulting first reported a position in Southern Company in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's Southern Company position peaked at $311K in Q1 2025.
  • 2,262 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.