Swedbank’s Southern Company SO Stock Holding History

Swedbank’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	-52,275	Closed	-$4.8M	–	691
2025 Q2	$4.8M	Buy	52,275 +8,536	+20%	+$767K	0.01%	552
2025 Q1	$4.02M	Buy	+43,739	New	+$3.79M	0.01%	566

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Swedbank's SO Position: Q3 2025 in Review

Swedbank sold out of Southern Company (SO) in Q3 2025, closing a stake of 52,275 shares — an estimated $4.8M sold.

Swedbank first reported a position in SO in Q1 2025 and held it in 2 quarters. The position peaked at $4.8M in Q2 2025. 2,218 funds tracked by Wall St. Rank hold SO as of Q3 2025.

Swedbank reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
Swedbank sold 52,275 Southern Company shares in Q3 2025, an estimated $4.8M.
Swedbank first reported a position in Southern Company in Q1 2025 and held it in 2 quarters.
Swedbank's Southern Company position peaked at $4.8M in Q2 2025.
2,218 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Swedbank's 13F filing for Q3 2025, filed 15 Oct 2025.