Wolverine Trading
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Wolverine Trading’s Southern Company SO Stock Holding History

Wolverine Trading’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 		$533K Buy
+5,680
New +$530K ﹤0.01% 3635
2024
Q2 		– Sell
-5,215
Closed -$395K – 5163
2024
Q1 		$374K Buy
5,215
+462
+10% +$31.9K ﹤0.01% 3126
2023
Q4 		$333K Buy
+4,753
New +$326K ﹤0.01% 3358
2022
Q3 		– Sell
-6,453
Closed -$489K – 5271
2022
Q2 		$456K Sell
6,453
-16,530
-72% -$1.21M ﹤0.01% 2634
2022
Q1 		$1.67M Buy
+22,983
New +$1.56M ﹤0.01% 1931
2021
Q4 		– Sell
-13,418
Closed -$855K – 6765
2021
Q3 		$841K Sell
13,418
-39
-0.3% -$2.51K ﹤0.01% 3221
2021
Q2 		$814K Buy
+13,457
New +$861K ﹤0.01% 3044
2020
Q4 		– Sell
-8,847
Closed -$475K – 5421
2020
Q3 		$475K Sell
8,847
-3,935
-31% -$210K ﹤0.01% 2882
2020
Q2 		$659K Sell
12,782
-16,261
-56% -$904K ﹤0.01% 2434
2020
Q1 		$1.68M Sell
29,043
-108,136
-79% -$6.85M 0.01% 1489
2019
Q4 		$8.69M Buy
137,179
+89,173
+186% +$5.53M 0.02% 742
2019
Q3 		$2.96M Buy
48,006
+9,356
+24% +$542K 0.01% 1161
2019
Q2 		$2.14M Buy
38,650
+33,128
+600% +$1.77M 0.01% 1447
2019
Q1 		$285K Sell
5,522
-2,883
-34% -$141K ﹤0.01% 3422
2018
Q4 		$369K Buy
+8,405
New +$382K ﹤0.01% 2948
2018
Q3 		– Sell
-5,753
Closed -$257K – 5793
2018
Q2 		$257K Hold
5,753
– – ﹤0.01% 4008
2018
Q1 		$257K Sell
5,753
-50,429
-90% -$2.24M ﹤0.01% 4008
2017
Q4 		$2.7M Buy
+56,182
New +$2.86M 0.01% 1298
2017
Q3 		– Sell
-6,827
Closed -$331K – 4977
2017
Q2 		$330K Buy
+6,827
New +$342K ﹤0.01% 2906
2016
Q4 		– Sell
-10,245
Closed -$533K – 5074
2016
Q3 		$533K Sell
10,245
-13,496
-57% -$711K ﹤0.01% 2511
2016
Q2 		$1.24M Buy
+23,741
New +$1.19M 0.01% 1429

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

Wolverine Trading's SO Position: Q3 2025 in Review

Wolverine Trading opened a new position in Southern Company (SO) in Q3 2025: 5,680 shares worth $533K. The stake represents ﹤0.01% of the portfolio and ranks #3635 among its holdings. This is a return to the name: Wolverine Trading previously reported a position in SO as recently as Q1 2024.

Wolverine Trading first reported a position in SO in Q2 2016 and has held it in 21 quarters since. The position peaked at $8.69M in Q4 2019. 2,215 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Wolverine Trading held 5,680 shares of Southern Company worth $533K as of Q3 2025.
  • Southern Company was a new Wolverine Trading position in Q3 2025.
  • Southern Company made up ﹤0.01% of Wolverine Trading's portfolio in Q3 2025, its #3635 holding.
  • Wolverine Trading first reported a position in Southern Company in Q2 2016 and has held it in 21 quarters since.
  • Wolverine Trading's Southern Company position peaked at $8.69M in Q4 2019.
  • 2,215 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Wolverine Trading's 13F filing for Q3 2025, filed 14 Nov 2025.