USA Financial Formulas’s Southern Company SO Stock Holding History

USA Financial Formulas’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	-7,403	Closed	-$680K	–	323
2025 Q2	$680K	Buy	+7,403	New	+$665K	0.12%	80
2024 Q4	–	Sell	-865	Closed	-$78K	–	351
2024 Q3	$78K	Sell	865 -359	-29%	-$30.7K	0.01%	192
2024 Q2	$94.9K	Sell	1,224 -388	-24%	-$29.4K	0.02%	189
2024 Q1	$116K	Buy	+1,612	New	+$111K	0.02%	195
2023 Q4	–	Sell	-23	Closed	-$1.49K	–	520
2023 Q3	$1.49K	Hold	23	–	–	﹤0.01%	364
2023 Q2	$1.62K	Hold	23	–	–	﹤0.01%	323
2023 Q1	$1.6K	Buy	+23	New	+$1.55K	﹤0.01%	249
2022 Q3	$1K	Buy	+21	New	+$1.59K	﹤0.01%	273

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 $3.38T AUM 44.17% 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

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

USA Financial Formulas's SO Position: Q3 2025 in Review

USA Financial Formulas sold out of Southern Company (SO) in Q3 2025, closing a stake of 7,403 shares — an estimated $680K sold.

USA Financial Formulas first reported a position in SO in Q3 2022 and held it in 8 quarters. The position peaked at $680K in Q2 2025. 2,220 funds tracked by Wall St. Rank hold SO as of Q3 2025.

USA Financial Formulas reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
USA Financial Formulas sold 7,403 Southern Company shares in Q3 2025, an estimated $680K.
USA Financial Formulas first reported a position in Southern Company in Q3 2022 and held it in 8 quarters.
USA Financial Formulas's Southern Company position peaked at $680K in Q2 2025.
2,220 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on USA Financial Formulas's 13F filing for Q3 2025, filed 10 Oct 2025.