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Wela Strategies’s Southern Company SO Stock Holding History

Wela Strategies’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 		$217K Sell
2,293
-869
-27% -$81.1K 0.08% 53
2025
Q2 		$290K Buy
3,162
+2
+0.1% +$180 0.11% 49
2025
Q1 		$291K Buy
3,160
+45
+1% +$3.9K 0.12% 47
2024
Q4 		$256K Sell
3,115
-448
-13% -$39.3K 0.11% 48
2024
Q3 		$321K Buy
3,563
+2
+0.1% +$171 0.14% 46
2024
Q2 		$276K Buy
3,561
+2
+0.1% +$152 0.13% 46
2024
Q1 		$255K Sell
3,559
-1,447
-29% -$99.9K 0.12% 46
2023
Q4 		$351K Buy
5,006
+157
+3% +$10.8K 0.19% 42
2023
Q3 		$314K Sell
4,849
-5
-0.1% -$347 0.19% 42
2023
Q2 		$341K Buy
4,854
+234
+5% +$16.8K 0.26% 33
2023
Q1 		$321K Buy
4,620
+14
+0.3% +$943 0.17% 41
2022
Q4 		$329K Buy
4,606
+2
+0% +$134 0.18% 39
2022
Q3 		$313K Sell
4,604
-332
-7% -$25.1K 0.21% 33
2022
Q2 		$352K Buy
4,936
+2
+0% +$147 0.21% 29
2022
Q1 		$358K Buy
4,934
+1,529
+45% +$104K 0.18% 31
2021
Q4 		$233K Buy
3,405
+2
+0.1% +$128 0.12% 42
2021
Q3 		$211K Buy
3,403
+2
+0.1% +$129 0.11% 43
2021
Q2 		$206K Buy
3,401
+56
+2% +$3.58K 0.08% 43
2021
Q1 		$208K Buy
3,345
+1
+0% +$60 0.11% 43
2020
Q4 		$205K Buy
+3,344
New +$201K 0.12% 40
2020
Q1 		– Sell
-4,657
Closed -$297K – 38
2019
Q4 		$297K Buy
+4,657
New +$289K 0.18% 33

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

Wela Strategies's SO Position: Q3 2025 in Review

Wela Strategies reduced its Southern Company (SO) stake by 27% in Q3 2025, selling an estimated $81.1K and leaving 2,293 shares worth $217K. The position accounts for 0.08% of the portfolio, ranked #53.

Wela Strategies first reported a position in SO in Q4 2019 and has held it in 21 quarters since. The position peaked at $358K in Q1 2022. 2,218 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Wela Strategies held 2,293 shares of Southern Company worth $217K as of Q3 2025.
  • Wela Strategies sold 869 Southern Company shares in Q3 2025, an estimated $81.1K.
  • Southern Company made up 0.08% of Wela Strategies's portfolio in Q3 2025, its #53 holding.
  • Wela Strategies first reported a position in Southern Company in Q4 2019 and has held it in 21 quarters since.
  • Wela Strategies's Southern Company position peaked at $358K in Q1 2022.
  • 2,218 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Wela Strategies's 13F filing for Q3 2025, filed 24 Oct 2025.