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Angeles Investment Advisors’s Southern Company SO Stock Holding History

Angeles Investment Advisors’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
Q1 		– Sell
-7,019
Closed -$578K – 168
2024
Q4 		$578K Hold
7,019
– – 0.03% 80
2024
Q3 		$633K Buy
7,019
+164
+2% +$14K 0.03% 81
2024
Q2 		$532K Hold
6,855
– – 0.03% 97
2024
Q1 		$492K Buy
6,855
+1,653
+32% +$114K 0.03% 125
2023
Q4 		$365K Buy
5,202
+612
+13% +$42K 0.02% 132
2023
Q3 		$297K Hold
4,590
– – 0.02% 137
2023
Q2 		$322K Sell
4,590
-818
-15% -$58.7K 0.03% 109
2023
Q1 		$376K Buy
5,408
+818
+18% +$55.1K 0.03% 87
2022
Q4 		$328K Buy
+4,590
New +$307K 0.03% 73
2022
Q3 		– Sell
-4,590
Closed -$327K – 108
2022
Q2 		$327K Hold
4,590
– – 0.03% 59
2022
Q1 		$333K Sell
4,590
-169
-4% -$11.4K 0.02% 81
2021
Q4 		$326K Buy
4,759
+169
+4% +$10.8K 0.02% 165
2021
Q3 		$284K Buy
+4,590
New +$296K 0.02% 171

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Angeles Investment Advisors's SO Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Southern Company (SO) in Q1 2025, closing a stake of 7,019 shares — an estimated $578K sold.

Angeles Investment Advisors first reported a position in SO in Q3 2021 and held it in 13 quarters. The position peaked at $633K in Q3 2024. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 7,019 Southern Company shares in Q1 2025, an estimated $578K.
  • Angeles Investment Advisors first reported a position in Southern Company in Q3 2021 and held it in 13 quarters.
  • Angeles Investment Advisors's Southern Company position peaked at $633K in Q3 2024.
  • 2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.