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TownSquare Capital’s Southern Company SO Stock Holding History

TownSquare Capital’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
-5,761
Closed -$529K – 569
2025
Q2 		$529K Sell
5,761
-25,598
-82% -$2.3M 0.05% 327
2025
Q1 		$2.88M Buy
31,359
+1,193
+4% +$103K 0.03% 496
2024
Q4 		$2.48M Buy
30,166
+3,636
+14% +$319K 0.03% 512
2024
Q3 		$2.39M Buy
26,530
+7,694
+41% +$657K 0.03% 506
2024
Q2 		$1.46M Buy
18,836
+6,748
+56% +$511K 0.02% 582
2024
Q1 		$867K Buy
12,088
+4,605
+62% +$318K 0.01% 691
2023
Q4 		$525K Buy
7,483
+2,146
+40% +$147K 0.01% 771
2023
Q3 		$345K Buy
5,337
+237
+5% +$16.4K 0.01% 873
2023
Q2 		$358K Buy
5,100
+721
+16% +$51.7K 0.01% 855
2023
Q1 		$305K Buy
4,379
+781
+22% +$52.6K 0.01% 823
2022
Q4 		$257K Buy
+3,598
New +$241K 0.01% 826
2019
Q2 		– Sell
-4,077
Closed -$211K – 484
2019
Q1 		$211K Buy
+4,077
New +$200K 0.02% 398

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

TownSquare Capital's SO Position: Q3 2025 in Review

TownSquare Capital sold out of Southern Company (SO) in Q3 2025, closing a stake of 5,761 shares — an estimated $529K sold.

TownSquare Capital first reported a position in SO in Q1 2019 and held it in 12 quarters. The position peaked at $2.88M in Q1 2025. 2,218 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • TownSquare Capital reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • TownSquare Capital sold 5,761 Southern Company shares in Q3 2025, an estimated $529K.
  • TownSquare Capital first reported a position in Southern Company in Q1 2019 and held it in 12 quarters.
  • TownSquare Capital's Southern Company position peaked at $2.88M in Q1 2025.
  • 2,218 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on TownSquare Capital's 13F filing for Q3 2025, filed 3 Nov 2025.