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TruNorth Capital Management’s Southern Company SO Stock Holding History

TruNorth 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
-545
Closed -$51.6K – 339
2025
Q3 		$51.6K Hold
545
– – 0.01% 183
2025
Q2 		$50K Sell
545
-389
-42% -$34.9K 0.01% 164
2025
Q1 		$85.9K Buy
934
+389
+71% +$33.7K 0.02% 151
2024
Q4 		$44.9K Hold
545
– – 0.01% 160
2024
Q3 		$49.1K Buy
545
+41
+8% +$3.5K 0.01% 149
2024
Q2 		$39.1K Buy
+504
New +$38.2K 0.01% 148

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 $1.56T AUM 27.86% 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 $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 $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

TruNorth Capital Management sold out of Southern Company (SO) in Q4 2025, closing a stake of 545 shares — an estimated $51.6K sold.

TruNorth Capital Management first reported a position in SO in Q2 2024 and held it in 6 quarters. The position peaked at $85.9K in Q1 2025. 2,265 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • TruNorth Capital Management reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 545 Southern Company shares in Q4 2025, an estimated $51.6K.
  • TruNorth Capital Management first reported a position in Southern Company in Q2 2024 and held it in 6 quarters.
  • TruNorth Capital Management's Southern Company position peaked at $85.9K in Q1 2025.
  • 2,265 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.