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WFA Asset Management’s Southern Company SO Stock Holding History

WFA Asset Management’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 		$20.9K Hold
232
– – 0.01% 137
2025
Q2 		$18K Hold
232
– – 0.01% 145
2025
Q1 		$16.6K Sell
232
-197
-46% -$17.1K 0.01% 166
2024
Q4 		$35.3K Buy
429
+197
+85% +$17.3K 0.02% 135
2024
Q3 		$20.9K Hold
232
– – 0.01% 138
2024
Q2 		$18K Hold
232
– – 0.01% 146
2024
Q1 		$16.6K Sell
232
-266
-53% -$18.4K 0.01% 167
2023
Q4 		$34.9K Sell
498
-1,348
-73% -$92.6K 0.02% 112
2023
Q3 		$119K Buy
1,846
+14
+0.8% +$972 0.07% 65
2023
Q2 		$129K Buy
1,832
+13
+0.7% +$932 0.08% 66
2023
Q1 		$127K Buy
1,819
+14
+0.8% +$943 0.08% 67
2022
Q4 		$129K Buy
1,805
+276
+18% +$18.5K 0.08% 63
2022
Q3 		$104K Buy
1,529
+243
+19% +$18.4K 0.07% 67
2022
Q2 		$91.7K Hold
1,286
– – 0.06% 70
2022
Q1 		$93.2K Hold
1,286
– – 0.06% 72
2021
Q4 		$88.2K Buy
+1,286
New +$82K 0.06% 69

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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

WFA Asset Management's SO Position: Q3 2025 in Review

WFA Asset Management held its Southern Company (SO) position steady in Q3 2025 at 232 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #137.

WFA Asset Management first reported a position in SO in Q4 2021 and has held it in 16 quarters since. The position peaked at $129K in Q4 2022. 2,215 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • WFA Asset Management held 232 shares of Southern Company worth $20.9K as of Q3 2025.
  • WFA Asset Management left its Southern Company share count unchanged in Q3 2025.
  • Southern Company made up 0.01% of WFA Asset Management's portfolio in Q3 2025, its #137 holding.
  • WFA Asset Management first reported a position in Southern Company in Q4 2021 and has held it in 16 quarters since.
  • WFA Asset Management's Southern Company position peaked at $129K in Q4 2022.
  • 2,215 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.