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Valley Forge Investment Consultants’s Southern Company SO Stock Holding History

Valley Forge Investment Consultants’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
-2,400
Closed -$220K – 102
2025
Q2 		$220K Buy
+2,400
New +$216K 0.07% 77
2021
Q1 		– Sell
-8,784
Closed -$540K – 70
2020
Q4 		$540K Buy
+8,784
New +$528K 0.47% 37

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

Valley Forge Investment Consultants's SO Position: Q3 2025 in Review

Valley Forge Investment Consultants sold out of Southern Company (SO) in Q3 2025, closing a stake of 2,400 shares — an estimated $220K sold.

Valley Forge Investment Consultants first reported a position in SO in Q4 2020 and held it in 2 quarters. The position peaked at $540K in Q4 2020. 2,219 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Valley Forge Investment Consultants reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • Valley Forge Investment Consultants sold 2,400 Southern Company shares in Q3 2025, an estimated $220K.
  • Valley Forge Investment Consultants first reported a position in Southern Company in Q4 2020 and held it in 2 quarters.
  • Valley Forge Investment Consultants's Southern Company position peaked at $540K in Q4 2020.
  • 2,219 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Valley Forge Investment Consultants's 13F filing for Q3 2025, filed 17 Oct 2025.