Bayesian Capital Management’s Southern Company SO Stock Holding History

Bayesian 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 Q3	–	Sell	-27,300	Closed	-$2.51M	–	786
2025 Q2	$2.51M	Buy	+27,300	New	+$2.45M	0.4%	65
2024 Q3	–	Sell	-57,300	Closed	-$4.44M	–	1018
2024 Q2	$4.44M	Buy	+57,300	New	+$4.34M	0.51%	32
2024 Q1	–	Sell	-85,719	Closed	-$6.01M	–	1096
2023 Q4	$6.01M	Buy	+85,719	New	+$5.89M	0.64%	23
2023 Q3	–	Sell	-67,274	Closed	-$4.73M	–	982
2023 Q2	$4.73M	Buy	+67,274	New	+$4.82M	0.51%	32
2022 Q3	–	Sell	-10,527	Closed	-$751K	–	999
2022 Q2	$751K	Sell	10,527 -26,473	-72%	-$1.94M	0.14%	226
2022 Q1	$2.68M	Buy	+37,000	New	+$2.51M	0.4%	37
2021 Q3	–	Sell	-23,571	Closed	-$1.43M	–	525
2021 Q2	$1.43M	Buy	+23,571	New	+$1.51M	0.37%	73
2020 Q3	–	Sell	-7,347	Closed	-$381K	–	680
2020 Q2	$381K	Buy	+7,347	New	+$408K	0.08%	298
2020 Q1	–	Sell	-5,800	Closed	-$369K	–	956
2019 Q4	$369K	Buy	+5,800	New	+$359K	0.06%	377
2018 Q1	–	Sell	-10,300	Closed	-$495K	–	797
2017 Q4	$495K	Sell	10,300 -3,694	-26%	-$188K	0.1%	314
2017 Q3	$688K	Sell	13,994 -1,506	-10%	-$73K	0.16%	201
2017 Q2	$742K	Buy	+15,500	New	+$777K	0.27%	123

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bayesian Capital Management's SO Position: Q3 2025 in Review

Bayesian Capital Management sold out of Southern Company (SO) in Q3 2025, closing a stake of 27,300 shares — an estimated $2.51M sold.

Bayesian Capital Management first reported a position in SO in Q2 2017 and held it in 12 quarters. The position peaked at $6.01M in Q4 2023. 2,218 funds tracked by Wall St. Rank hold SO as of Q3 2025.

Bayesian Capital Management reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
Bayesian Capital Management sold 27,300 Southern Company shares in Q3 2025, an estimated $2.51M.
Bayesian Capital Management first reported a position in Southern Company in Q2 2017 and held it in 12 quarters.
Bayesian Capital Management's Southern Company position peaked at $6.01M in Q4 2023.
2,218 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Bayesian Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.