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Aspire Private Capital’s Southern Company SO Stock Holding History

Aspire Private Capital’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
2024
Q4 		– Sell
-464
Closed -$41.8K – 554
2024
Q3 		$41.8K Sell
464
-81
-15% -$6.92K 0.01% 245
2024
Q2 		$42.3K Sell
545
-41
-7% -$3.11K 0.01% 248
2024
Q1 		$42.1K Buy
586
+1
+0.2% +$69 0.01% 247
2023
Q4 		$41K Sell
585
-65
-10% -$4.46K 0.01% 240
2023
Q3 		$42.1K Sell
650
-21
-3% -$1.46K 0.01% 226
2023
Q2 		$47.2K Buy
671
+16
+2% +$1.15K 0.02% 210
2023
Q1 		$45.6K Sell
655
-39
-6% -$2.63K 0.02% 212
2022
Q4 		$49.6K Sell
694
-49
-7% -$3.28K 0.02% 191
2022
Q3 		$51K Sell
743
-140
-16% -$10.6K 0.02% 192
2022
Q2 		$63K Sell
883
-22
-2% -$1.61K 0.02% 177
2022
Q1 		$66K Sell
905
-338
-27% -$22.9K 0.02% 183
2021
Q4 		$85K Sell
1,243
-413
-25% -$26.3K 0.03% 179
2021
Q3 		$103K Sell
1,656
-257
-13% -$16.5K 0.03% 159
2021
Q2 		$116K Sell
1,913
-2,556
-57% -$163K 0.04% 167
2021
Q1 		$278K Sell
4,469
-3,441
-44% -$206K 0.1% 124
2020
Q4 		$486K Buy
7,910
+719
+10% +$43.2K 0.19% 77
2020
Q3 		$390K Buy
7,191
+21
+0.3% +$1.12K 0.16% 81
2020
Q2 		$372K Buy
7,170
+2,511
+54% +$140K 0.17% 76
2020
Q1 		$252K Sell
4,659
-1,448
-24% -$91.7K 0.14% 80
2019
Q4 		$389K Sell
6,107
-1,687
-22% -$105K 0.17% 81
2019
Q3 		$481K Sell
7,794
-2,621
-25% -$152K 0.23% 69
2019
Q2 		$576K Sell
10,415
-1,846
-15% -$98.8K 0.28% 74
2019
Q1 		$634K Sell
12,261
-378
-3% -$18.5K 0.32% 67
2018
Q4 		$555K Buy
+12,639
New +$575K 0.32% 72

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aspire Private Capital's SO Position: Q4 2024 in Review

Aspire Private Capital sold out of Southern Company (SO) in Q4 2024, closing a stake of 464 shares — an estimated $41.8K sold.

Aspire Private Capital first reported a position in SO in Q4 2018 and held it in 24 quarters. The position peaked at $634K in Q1 2019. 2,120 funds tracked by Wall St. Rank hold SO as of Q4 2024.

  • Aspire Private Capital reported no remaining Southern Company position as of Q4 2024 after selling out during the quarter.
  • Aspire Private Capital sold 464 Southern Company shares in Q4 2024, an estimated $41.8K.
  • Aspire Private Capital first reported a position in Southern Company in Q4 2018 and held it in 24 quarters.
  • Aspire Private Capital's Southern Company position peaked at $634K in Q1 2019.
  • 2,120 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.