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TFG Advisers’s Southern Company SO Stock Holding History

TFG Advisers’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
Q2 		$2.6M Sell
28,309
-23
-0.1% -$2.07K 0.89% 26
2025
Q1 		$2.61M Sell
28,332
-28
-0.1% -$2.42K 0.95% 27
2024
Q4 		$2.33M Buy
28,360
+156
+0.6% +$13.7K 0.84% 31
2024
Q3 		$2.54M Buy
28,204
+221
+0.8% +$18.9K 0.92% 27
2024
Q2 		$2.17M Buy
27,983
+81
+0.3% +$6.14K 0.84% 30
2024
Q1 		$2M Buy
27,902
+329
+1% +$22.7K 0.78% 33
2023
Q4 		$1.93M Buy
27,573
+679
+3% +$46.6K 0.81% 30
2023
Q3 		$1.74M Buy
26,894
+108
+0.4% +$7.5K 0.82% 33
2023
Q2 		$1.88M Buy
26,786
+83
+0.3% +$5.95K 0.86% 31
2023
Q1 		$1.86M Buy
26,703
+238
+0.9% +$16K 0.9% 31
2022
Q4 		$1.89M Sell
26,465
-89
-0.3% -$5.95K 0.97% 27
2022
Q3 		$1.81M Buy
26,554
+327
+1% +$24.8K 1.01% 28
2022
Q2 		$1.87M Buy
26,227
+466
+2% +$34.2K 1% 28
2022
Q1 		$1.87M Sell
25,761
-486
-2% -$32.9K 0.86% 33
2021
Q4 		$1.8M Sell
26,247
-14
-0.1% -$893 0.78% 37
2021
Q3 		$1.63M Sell
26,261
-336
-1% -$21.6K 0.79% 36
2021
Q2 		$1.61M Sell
26,597
-426
-2% -$27.2K 0.78% 37
2021
Q1 		$1.68M Sell
27,023
-58
-0.2% -$3.47K 0.87% 34
2020
Q4 		$1.66M Sell
27,081
-380
-1% -$22.8K 0.87% 35
2020
Q3 		$1.49M Sell
27,461
-48
-0.2% -$2.56K 0.86% 32
2020
Q2 		$1.43M Buy
27,509
+727
+3% +$40.4K 0.93% 32
2020
Q1 		$1.45M Buy
26,782
+107
+0.4% +$6.78K 1.15% 27
2019
Q4 		$1.7M Sell
26,675
-16
-0.1% -$992 0.96% 28
2019
Q3 		$1.65M Buy
26,691
+105
+0.4% +$6.09K 1.09% 28
2019
Q2 		$1.47M Sell
26,586
-27
-0.1% -$1.45K 1% 31
2019
Q1 		$1.38M Sell
26,613
-419
-2% -$20.5K 0.99% 31
2018
Q4 		$1.19M Buy
+27,032
New +$1.23M 1% 32

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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TFG Advisers's SO Position: Q2 2025 in Review

TFG Advisers reduced its Southern Company (SO) stake by 0.08% in Q2 2025, selling an estimated $2.07K and leaving 28,309 shares worth $2.6M. The position accounts for 0.89% of the portfolio, ranked #26.

TFG Advisers first reported a position in SO in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.61M in Q1 2025. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • TFG Advisers held 28,309 shares of Southern Company worth $2.6M as of Q2 2025.
  • TFG Advisers sold 23 Southern Company shares in Q2 2025, an estimated $2.07K.
  • Southern Company made up 0.89% of TFG Advisers's portfolio in Q2 2025, its #26 holding.
  • TFG Advisers first reported a position in Southern Company in Q4 2018 and has held it in 27 quarters since.
  • TFG Advisers's Southern Company position peaked at $2.61M in Q1 2025.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.