Alyeska Investment Group
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Alyeska Investment Group’s Southern Company SO Stock Holding History

Alyeska Investment 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
Q2 		– Sell
-38,230
Closed -$3.52M – 665
2025
Q1 		$3.52M Buy
+38,230
New +$3.31M 0.01% 387
2016
Q3 		– Sell
-475,000
Closed -$25.5M – 525
2016
Q2 		$25.5M Buy
+475,000
New +$23.9M 0.24% 148

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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alyeska Investment Group's SO Position: Q2 2025 in Review

Alyeska Investment Group sold out of Southern Company (SO) in Q2 2025, closing a stake of 38,230 shares — an estimated $3.52M sold.

Alyeska Investment Group first reported a position in SO in Q2 2016 and held it in 2 quarters. The position peaked at $25.5M in Q2 2016. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Alyeska Investment Group reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
  • Alyeska Investment Group sold 38,230 Southern Company shares in Q2 2025, an estimated $3.52M.
  • Alyeska Investment Group first reported a position in Southern Company in Q2 2016 and held it in 2 quarters.
  • Alyeska Investment Group's Southern Company position peaked at $25.5M in Q2 2016.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Alyeska Investment Group's 13F filing for Q2 2025, filed 14 Aug 2025.