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Barometer Capital Management’s Southern Company SO Stock Holding History

Barometer Capital Management’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
-27,640
Closed -$2.14M – 182
2024
Q4 		$2.14M Sell
27,640
-11,190
-29% -$982K 0.86% 27
2024
Q3 		$3.5M Buy
38,830
+11,190
+40% +$956K 1.01% 31
2024
Q2 		$2.14M Buy
+27,640
New +$2.09M 0.83% 32
2022
Q4 		– Sell
-93,450
Closed -$6.35M – 142
2022
Q3 		$6.35M Buy
+93,450
New +$7.08M 2.62% 14

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Barometer Capital Management's SO Position: Q1 2025 in Review

Barometer Capital Management sold out of Southern Company (SO) in Q1 2025, closing a stake of 27,640 shares — an estimated $2.14M sold.

Barometer Capital Management first reported a position in SO in Q3 2022 and held it in 4 quarters. The position peaked at $6.35M in Q3 2022. 2,205 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Barometer Capital Management reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
  • Barometer Capital Management sold 27,640 Southern Company shares in Q1 2025, an estimated $2.14M.
  • Barometer Capital Management first reported a position in Southern Company in Q3 2022 and held it in 4 quarters.
  • Barometer Capital Management's Southern Company position peaked at $6.35M in Q3 2022.
  • 2,205 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Barometer Capital Management's 13F filing for Q1 2025, filed 14 May 2025.