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Alamea Verwaltungs’s Southern Company SO Stock Holding History

Alamea Verwaltungs’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
-9,220
Closed -$847K – 117
2025
Q2 		$847K Buy
9,220
+3,074
+50% +$276K 0.64% 14
2025
Q1 		$565K Buy
+6,146
New +$532K 0.49% 37

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

Alamea Verwaltungs's SO Position: Q3 2025 in Review

Alamea Verwaltungs sold out of Southern Company (SO) in Q3 2025, closing a stake of 9,220 shares — an estimated $847K sold.

Alamea Verwaltungs first reported a position in SO in Q1 2025 and held it in 2 quarters. The position peaked at $847K in Q2 2025. 2,216 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Alamea Verwaltungs reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • Alamea Verwaltungs sold 9,220 Southern Company shares in Q3 2025, an estimated $847K.
  • Alamea Verwaltungs first reported a position in Southern Company in Q1 2025 and held it in 2 quarters.
  • Alamea Verwaltungs's Southern Company position peaked at $847K in Q2 2025.
  • 2,216 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Alamea Verwaltungs's 13F filing for Q3 2025, filed 13 Nov 2025.