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 $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 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