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West Tower Group’s Southern Company SO Stock Holding History

West Tower Group’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
-4,500
Closed -$413K – 85
2025
Q2 		$413K Buy
+4,500
New +$404K 0.9% 31
2024
Q1 		– Sell
-638
Closed -$44.7K – 452
2023
Q4 		$44.7K Sell
638
-30
-4% -$2.06K 0.09% 189
2023
Q3 		$43.2K Buy
+668
New +$46.4K 0.02% 220

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

West Tower Group's SO Position: Q3 2025 in Review

West Tower Group sold out of Southern Company (SO) in Q3 2025, closing a stake of 4,500 shares — an estimated $413K sold.

West Tower Group first reported a position in SO in Q3 2023 and held it in 3 quarters. The position peaked at $413K in Q2 2025. 2,218 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • West Tower Group reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • West Tower Group sold 4,500 Southern Company shares in Q3 2025, an estimated $413K.
  • West Tower Group first reported a position in Southern Company in Q3 2023 and held it in 3 quarters.
  • West Tower Group's Southern Company position peaked at $413K in Q2 2025.
  • 2,218 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on West Tower Group's 13F filing for Q3 2025, filed 16 Oct 2025.