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 $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return