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Aveo Capital Partners’s Southern Company SO Stock Holding History

Aveo Capital 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
Q1 		– Sell
-3,257
Closed -$268K – 302
2024
Q4 		$268K Buy
3,257
+635
+24% +$55.7K 0.03% 304
2024
Q3 		$236K Buy
2,622
+1
+0% +$85 0.03% 309
2024
Q2 		$203K Sell
2,621
-554
-17% -$42K 0.02% 312
2024
Q1 		$241K Sell
3,175
-143
-4% -$9.87K 0.03% 322
2023
Q4 		$233K Buy
+3,318
New +$228K 0.03% 303
2023
Q3 		– Sell
-3,220
Closed -$226K – 351
2023
Q2 		$226K Buy
3,220
+281
+10% +$20.2K 0.03% 310
2023
Q1 		$204K Buy
2,939
+12
+0.4% +$808 0.03% 322
2022
Q4 		$209K Buy
+2,927
New +$196K 0.03% 313
2022
Q3 		– Sell
-2,901
Closed -$207K – 293
2022
Q2 		$207K Buy
2,901
+39
+1% +$2.86K 0.03% 256
2022
Q1 		$208K Sell
2,862
-288
-9% -$19.5K 0.04% 259
2021
Q4 		$216K Buy
+3,150
New +$201K 0.04% 262
2017
Q1 		– Sell
-6,325
Closed -$311K – 215
2016
Q4 		$311K Buy
+6,325
New +$311K 0.09% 142

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

Aveo Capital Partners's SO Position: Q1 2025 in Review

Aveo Capital Partners sold out of Southern Company (SO) in Q1 2025, closing a stake of 3,257 shares — an estimated $268K sold.

Aveo Capital Partners first reported a position in SO in Q4 2016 and held it in 12 quarters. The position peaked at $311K in Q4 2016. 2,201 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Aveo Capital Partners reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 3,257 Southern Company shares in Q1 2025, an estimated $268K.
  • Aveo Capital Partners first reported a position in Southern Company in Q4 2016 and held it in 12 quarters.
  • Aveo Capital Partners's Southern Company position peaked at $311K in Q4 2016.
  • 2,201 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.