WG
SO icon

Winton Group’s Southern Company SO Stock Holding History

Winton 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
-7,130
Closed -$655K – 1012
2025
Q2 		$655K Buy
+7,130
New +$640K 0.03% 532
2025
Q1 		– Sell
-2,508
Closed -$206K – 783
2024
Q4 		$206K Buy
+2,508
New +$220K 0.01% 564
2024
Q3 		– Sell
-19,220
Closed -$1.49M – 759
2024
Q2 		$1.49M Buy
+19,220
New +$1.46M 0.1% 150
2023
Q2 		– Sell
-14,512
Closed -$1.01M – 1086
2023
Q1 		$1.01M Sell
14,512
-10,966
-43% -$738K 0.06% 439
2022
Q4 		$1.82M Buy
25,478
+15,135
+146% +$1.01M 0.12% 225
2022
Q3 		$703K Sell
10,343
-30,931
-75% -$2.34M 0.05% 541
2022
Q2 		$2.94M Buy
41,274
+14,669
+55% +$1.08M 0.16% 170
2022
Q1 		$1.93M Buy
26,605
+824
+3% +$55.8K 0.1% 262
2021
Q4 		$1.77M Buy
25,781
+5,715
+28% +$364K 0.11% 264
2021
Q3 		$1.24M Buy
20,066
+4,193
+26% +$270K 0.07% 390
2021
Q2 		$960K Buy
15,873
+4,227
+36% +$270K 0.05% 550
2021
Q1 		$724K Buy
+11,646
New +$697K 0.04% 664
2020
Q2 		– Sell
-79,453
Closed -$4.3M – 1583
2020
Q1 		$4.3M Sell
79,453
-55,258
-41% -$3.5M 0.11% 310
2019
Q4 		$8.58M Buy
+134,711
New +$8.35M 0.12% 288
2019
Q1 		– Sell
-6,527
Closed -$287K – 1173
2018
Q4 		$287K Buy
6,527
+1,388
+27% +$63.1K 0.01% 675
2018
Q3 		$224K Buy
+5,139
New +$237K ﹤0.01% 928
2018
Q2 		– Sell
-112,166
Closed -$5.01M – 1148
2018
Q1 		$5.01M Sell
112,166
-46,196
-29% -$2.05M 0.14% 213
2017
Q4 		$7.62M Buy
158,362
+114,456
+261% +$5.83M 0.22% 126
2017
Q3 		$2.16M Buy
43,906
+27,852
+173% +$1.35M 0.07% 315
2017
Q2 		$769K Buy
+16,054
New +$805K 0.02% 426
2015
Q1 		– Sell
-30,113
Closed -$1.48M – 526
2014
Q4 		$1.48M Buy
+30,113
New +$1.42M 0.02% 406

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 $3.38T AUM 44.17% 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

Winton Group's SO Position: Q3 2025 in Review

Winton Group sold out of Southern Company (SO) in Q3 2025, closing a stake of 7,130 shares — an estimated $655K sold.

Winton Group first reported a position in SO in Q4 2014 and held it in 21 quarters. The position peaked at $8.58M in Q4 2019. 2,220 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Winton Group reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • Winton Group sold 7,130 Southern Company shares in Q3 2025, an estimated $655K.
  • Winton Group first reported a position in Southern Company in Q4 2014 and held it in 21 quarters.
  • Winton Group's Southern Company position peaked at $8.58M in Q4 2019.
  • 2,220 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Winton Group's 13F filing for Q3 2025, filed 13 Nov 2025.