AC
SO icon

ASB Consultores’s Southern Company SO Stock Holding History

ASB Consultores’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
-2,217
Closed -$204K – 126
2025
Q2 		$204K Buy
+2,217
New +$199K 0.14% 142
2025
Q1 		– Sell
-4,078
Closed -$336K – 210
2024
Q4 		$336K Hold
4,078
– – 0.14% 125
2024
Q3 		$368K Hold
4,078
– – 0.15% 118
2024
Q2 		$316K Buy
4,078
+20
+0.5% +$1.52K 0.11% 129
2024
Q1 		$291K Buy
+4,058
New +$280K 0.08% 225
2023
Q3 		– Sell
-3,978
Closed -$279K – 188
2023
Q2 		$279K Sell
3,978
-8
-0.2% -$574 0.14% 143
2023
Q1 		$277K Buy
+3,986
New +$268K 0.11% 138

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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