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TOBAM’s Southern Company SO Stock Holding History

TOBAM’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
-46
Closed -$4K – 273
2025
Q2 		$4K Sell
46
-2,461
-98% -$221K ﹤0.01% 233
2025
Q1 		$231K Sell
2,507
-1,706
-40% -$148K 0.1% 118
2024
Q4 		$347K Sell
4,213
-727
-15% -$63.8K 0.11% 133
2024
Q3 		$445K Buy
4,940
+1,011
+26% +$86.4K 0.08% 127
2024
Q2 		$305K Buy
3,929
+200
+5% +$15.2K 0.05% 150
2024
Q1 		$268K Buy
3,729
+1,498
+67% +$103K 0.02% 202
2023
Q4 		$156K Buy
2,231
+2,139
+2,325% +$147K 0.01% 248
2023
Q3 		$6K Buy
+92
New +$6.38K ﹤0.01% 343
2017
Q3 		– Sell
-2,087,439
Closed -$99.9M – 147
2017
Q2 		$99.9M Buy
2,087,439
+69,928
+3% +$3.51M 3.73% 1
2017
Q1 		$100M Buy
2,017,511
+22,119
+1% +$1.09M 3.88% 1
2016
Q4 		$98.2M Sell
1,995,392
-134,640
-6% -$6.61M 4% 1
2016
Q3 		$109M Buy
2,130,032
+290,024
+16% +$15.3M 3.93% 2
2016
Q2 		$98.7M Buy
1,840,008
+192,888
+12% +$9.7M 3.95% 2
2016
Q1 		$85.2M Buy
1,647,120
+96,047
+6% +$4.68M 3.36% 1
2015
Q4 		$72.6M Sell
1,551,073
-148,542
-9% -$6.73M 3.14% 6
2015
Q3 		$76M Buy
1,699,615
+107,919
+7% +$4.73M 2.97% 5
2015
Q2 		$66.7M Buy
1,591,696
+384,716
+32% +$16.8M 2.43% 7
2015
Q1 		$53.4M Buy
1,206,980
+591,969
+96% +$28.1M 1.63% 26
2014
Q4 		$30.2M Buy
615,011
+374,609
+156% +$17.7M 1% 38
2014
Q3 		$10.5M Buy
+240,402
New +$10.6M 0.3% 65
2013
Q3 		– Sell
-329,519
Closed -$14.5M – 95
2013
Q2 		$14.5M Buy
+329,519
New +$15.2M 0.96% 38

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

TOBAM's SO Position: Q3 2025 in Review

TOBAM sold out of Southern Company (SO) in Q3 2025, closing a stake of 46 shares — an estimated $4K sold.

TOBAM first reported a position in SO in Q2 2013 and held it in 21 quarters. The position peaked at $109M in Q3 2016. 2,215 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • TOBAM reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • TOBAM sold 46 Southern Company shares in Q3 2025, an estimated $4K.
  • TOBAM first reported a position in Southern Company in Q2 2013 and held it in 21 quarters.
  • TOBAM's Southern Company position peaked at $109M in Q3 2016.
  • 2,215 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on TOBAM's 13F filing for Q3 2025, filed 7 Nov 2025.