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Stonegate Investment Group’s Southern Company SO Stock Holding History

Stonegate Investment 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 		$84.6M Buy
892,989
+2,128
+0.2% +$199K 1.96% 16
2025
Q2 		$81.8M Buy
890,861
+10,580
+1% +$950K 2.06% 15
2025
Q1 		$80.9M Sell
880,281
-35,627
-4% -$3.08M 2.16% 14
2024
Q4 		$75.4M Buy
915,908
+9,246
+1% +$811K 2.01% 15
2024
Q3 		$81.8M Sell
906,662
-32,570
-3% -$2.78M 2.15% 15
2024
Q2 		$72.9M Sell
939,232
-54,110
-5% -$4.1M 2.11% 16
2024
Q1 		$71.3M Buy
993,342
+5,710
+0.6% +$394K 2.24% 14
2023
Q4 		$69.3M Buy
987,632
+2,656
+0.3% +$182K 2.29% 15
2023
Q3 		$63.7M Sell
984,976
-28,740
-3% -$1.99M 2.32% 15
2023
Q2 		$71.2M Sell
1,013,716
-15,933
-2% -$1.14M 2.53% 13
2023
Q1 		$71.6M Buy
1,029,649
+270,560
+36% +$18.2M 2.69% 12
2022
Q4 		$54.2M Buy
759,089
+1,423
+0.2% +$95.1K 2.34% 15
2022
Q3 		$51.5M Buy
757,666
+3,620
+0.5% +$274K 2.36% 13
2022
Q2 		$53.8M Buy
754,046
+98,257
+15% +$7.21M 2.36% 14
2022
Q1 		$47.6M Sell
655,789
-4,951
-0.7% -$335K 1.56% 18
2021
Q4 		$45.3M Buy
+660,740
New +$42.1M 1.9% 14

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

Stonegate Investment Group's SO Position: Q3 2025 in Review

Stonegate Investment Group increased its Southern Company (SO) stake by 0.24% in Q3 2025, buying an estimated $199K and bringing the position to 892,989 shares worth $84.6M. The position accounts for 1.96% of the portfolio, ranked #16.

Stonegate Investment Group first reported a position in SO in Q4 2021 and has held it in 16 quarters since. 2,215 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Stonegate Investment Group held 892,989 shares of Southern Company worth $84.6M as of Q3 2025.
  • Stonegate Investment Group bought 2,128 Southern Company shares in Q3 2025, an estimated $199K.
  • Southern Company made up 1.96% of Stonegate Investment Group's portfolio in Q3 2025, its #16 holding.
  • Stonegate Investment Group first reported a position in Southern Company in Q4 2021 and has held it in 16 quarters since.
  • 2,215 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.