Tucker Asset Management’s Southern Company SO Stock Holding History

Tucker Asset 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	$89.3K	Buy	+1,024	New	+$93.5K	0.03%	212
2025 Q2	–	Sell	-2,483	Closed	-$228K	–	341
2025 Q1	$228K	Sell	2,483 -224	-8%	-$19.4K	0.07%	76
2024 Q4	$223K	Sell	2,707 -552	-17%	-$48.4K	0.02%	122
2024 Q3	$294K	Sell	3,259 -1,195	-27%	-$102K	0.07%	97
2024 Q2	$345K	Sell	4,454 -1,216	-21%	-$92.1K	0.08%	94
2024 Q1	$407K	Sell	5,670 -3,194	-36%	-$220K	0.09%	80
2023 Q4	$622K	Sell	8,864 -370	-4%	-$25.4K	0.16%	44
2023 Q3	$598K	Buy	9,234 +3,505	+61%	+$243K	0.16%	45
2023 Q2	$402K	Buy	5,729 +4,276	+294%	+$307K	0.12%	44
2023 Q1	$101K	Buy	1,453 +1,050	+261%	+$70.7K	0.03%	143
2022 Q4	$29.1K	Buy	403 +1	+0.2%	+$67	0.01%	202
2022 Q3	$26.3K	Buy	402 +1	+0.2%	+$76	0.01%	202
2022 Q2	$28.6K	Buy	401 +2	+0.5%	+$147	0.01%	133
2022 Q1	$29K	Buy	399 +65	+19%	+$4.4K	0.01%	121
2021 Q4	$22.8K	Buy	334 +64	+24%	+$4.08K	0.01%	143
2021 Q3	$16.8K	Hold	270	–	–	0.01%	150
2021 Q2	$16.3K	Hold	270	–	–	0.01%	141
2021 Q1	$16.8K	Sell	270 -209	-44%	-$12.5K	0.01%	148
2020 Q4	$29.4K	Buy	+479	New	+$28.8K	0.02%	95

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Tucker Asset Management's SO Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Southern Company (SO) in Q4 2025: 1,024 shares worth $89.3K. The stake represents 0.03% of the portfolio and ranks #212 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in SO as recently as Q1 2025.

Tucker Asset Management first reported a position in SO in Q4 2020 and has held it in 19 quarters since. The position peaked at $622K in Q4 2023. 2,262 funds tracked by Wall St. Rank hold SO as of Q4 2025.

Tucker Asset Management held 1,024 shares of Southern Company worth $89.3K as of Q4 2025.
Southern Company was a new Tucker Asset Management position in Q4 2025.
Southern Company made up 0.03% of Tucker Asset Management's portfolio in Q4 2025, its #212 holding.
Tucker Asset Management first reported a position in Southern Company in Q4 2020 and has held it in 19 quarters since.
Tucker Asset Management's Southern Company position peaked at $622K in Q4 2023.
2,262 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.