Tortoise Investment Management’s Southern Company SO Stock Holding History

Tortoise Investment 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	-557	Closed	-$52.8K	–	1259
2025 Q3	$52.8K	Buy	557 +38	+7%	+$3.55K	﹤0.01%	387
2025 Q2	$47.7K	Buy	519 +17	+3%	+$1.53K	﹤0.01%	388
2025 Q1	$46.2K	Hold	502	–	–	﹤0.01%	386
2024 Q4	$41.3K	Buy	502 +12	+2%	+$1.05K	﹤0.01%	446
2024 Q3	$44.2K	Hold	490	–	–	﹤0.01%	428
2024 Q2	$38K	Hold	490	–	–	﹤0.01%	426
2024 Q1	$35.2K	Hold	490	–	–	﹤0.01%	433
2023 Q4	$34.4K	Hold	490	–	–	﹤0.01%	413
2023 Q3	$31.7K	Hold	490	–	–	﹤0.01%	404
2023 Q2	$34.4K	Hold	490	–	–	0.01%	389
2023 Q1	$34.1K	Hold	490	–	–	0.01%	378
2022 Q4	$35K	Sell	490 -210	-30%	-$14K	0.01%	372
2022 Q3	$48K	Hold	700	–	–	0.01%	321
2022 Q2	$50K	Sell	700 -233	-25%	-$17.1K	0.01%	305
2022 Q1	$68K	Buy	933 +33	+4%	+$2.23K	0.01%	274
2021 Q4	$62K	Hold	900	–	–	0.01%	273
2021 Q3	$56K	Hold	900	–	–	0.01%	264
2021 Q2	$54K	Buy	900 +835	+1,285%	+$53.4K	0.01%	270
2021 Q1	$4K	Buy	+65	New	+$3.89K	﹤0.01%	523
2017 Q2	–	Sell	-108	Closed	-$5K	–	516
2017 Q1	$5K	Sell	108 -130	-55%	-$6.42K	﹤0.01%	390
2016 Q4	$12K	Buy	+238	New	+$11.7K	﹤0.01%	315
2016 Q3	–	Sell	-58	Closed	-$3K	–	511
2016 Q2	$3K	Buy	+58	New	+$2.92K	﹤0.01%	426

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

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

Tortoise Investment Management's SO Position: Q4 2025 in Review

Tortoise Investment Management sold out of Southern Company (SO) in Q4 2025, closing a stake of 557 shares — an estimated $52.8K sold.

Tortoise Investment Management first reported a position in SO in Q2 2016 and held it in 22 quarters. The position peaked at $68K in Q1 2022. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

Tortoise Investment Management reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 557 Southern Company shares in Q4 2025, an estimated $52.8K.
Tortoise Investment Management first reported a position in Southern Company in Q2 2016 and held it in 22 quarters.
Tortoise Investment Management's Southern Company position peaked at $68K in Q1 2022.
2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.