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Arrowpoint Investment Partners’s Southern Company SO Stock Holding History

Arrowpoint Investment Partners’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
-7,900
Closed -$726K – 770
2025
Q1 		$726K Buy
7,900
+5,200
+193% +$450K 0.09% 279
2024
Q4 		$222K Buy
+2,700
New +$237K 0.05% 359

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 $138M AUM 28.86% 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

Arrowpoint Investment Partners's SO Position: Q2 2025 in Review

Arrowpoint Investment Partners sold out of Southern Company (SO) in Q2 2025, closing a stake of 7,900 shares — an estimated $726K sold.

Arrowpoint Investment Partners first reported a position in SO in Q4 2024 and held it in 2 quarters. The position peaked at $726K in Q1 2025. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Arrowpoint Investment Partners reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
  • Arrowpoint Investment Partners sold 7,900 Southern Company shares in Q2 2025, an estimated $726K.
  • Arrowpoint Investment Partners first reported a position in Southern Company in Q4 2024 and held it in 2 quarters.
  • Arrowpoint Investment Partners's Southern Company position peaked at $726K in Q1 2025.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Arrowpoint Investment Partners's 13F filing for Q2 2025, filed 13 Aug 2025.