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Tandem Capital Management’s Southern Company SO Stock Holding History

Tandem Capital Management’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 		– Sell
-2,135
Closed -$202K – 121
2025
Q3 		$202K Buy
+2,135
New +$199K 0.09% 116
2025
Q2 		– Sell
-2,235
Closed -$206K – 117
2025
Q1 		$206K Buy
+2,235
New +$193K 0.11% 110
2024
Q4 		– Sell
-2,435
Closed -$220K – 117
2024
Q3 		$220K Buy
+2,435
New +$208K 0.12% 112

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Tandem Capital Management's SO Position: Q4 2025 in Review

Tandem Capital Management sold out of Southern Company (SO) in Q4 2025, closing a stake of 2,135 shares — an estimated $202K sold.

Tandem Capital Management first reported a position in SO in Q3 2024 and held it in 3 quarters. The position peaked at $220K in Q3 2024. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Tandem Capital Management reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
  • Tandem Capital Management sold 2,135 Southern Company shares in Q4 2025, an estimated $202K.
  • Tandem Capital Management first reported a position in Southern Company in Q3 2024 and held it in 3 quarters.
  • Tandem Capital Management's Southern Company position peaked at $220K in Q3 2024.
  • 2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Tandem Capital Management's 13F filing for Q4 2025, filed 23 Jan 2026.