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Strategic Planning Group’s Southern Company SO Stock Holding History

Strategic Planning 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 		– Sell
-48,484
Closed -$4.45M – 85
2025
Q2 		$4.45M Buy
+48,484
New +$4.35M 0.72% 54
2024
Q2 		– Sell
-17,517
Closed -$1.26M – 107
2024
Q1 		$1.26M Buy
17,517
+3,032
+21% +$209K 0.31% 87
2023
Q4 		$1.02M Buy
+14,485
New +$995K 0.34% 86

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Strategic Planning Group's SO Position: Q3 2025 in Review

Strategic Planning Group sold out of Southern Company (SO) in Q3 2025, closing a stake of 48,484 shares — an estimated $4.45M sold.

Strategic Planning Group first reported a position in SO in Q4 2023 and held it in 3 quarters. The position peaked at $4.45M in Q2 2025. 2,218 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Strategic Planning Group reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • Strategic Planning Group sold 48,484 Southern Company shares in Q3 2025, an estimated $4.45M.
  • Strategic Planning Group first reported a position in Southern Company in Q4 2023 and held it in 3 quarters.
  • Strategic Planning Group's Southern Company position peaked at $4.45M in Q2 2025.
  • 2,218 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Strategic Planning Group's 13F filing for Q3 2025, filed 23 Oct 2025.