Blueprint Investment Partners’s Southern Company SO Stock Holding History

Blueprint Investment 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	-2,929	Closed	-$241K	–	188
2024 Q4	$241K	Sell	2,929 -250	-8%	-$21.9K	0.04%	177
2024 Q3	$287K	Sell	3,179 -824	-21%	-$70.4K	0.05%	140
2024 Q2	$311K	Buy	+4,003	New	+$303K	0.07%	105
2022 Q4	–	Sell	-6,022	Closed	-$409K	–	250
2022 Q3	$409K	Buy	6,022 +1,978	+49%	+$150K	0.11%	85
2022 Q2	$288K	Buy	4,044 +1,345	+50%	+$98.8K	0.08%	116
2022 Q1	$196K	Sell	2,699 -509	-16%	-$34.5K	0.05%	171
2021 Q4	$220K	Buy	3,208 +1,323	+70%	+$84.3K	0.05%	180
2021 Q3	$117K	Buy	+1,885	New	+$121K	0.06%	172

Other funds holding SO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Blueprint Investment Partners's SO Position: Q1 2025 in Review

Blueprint Investment Partners sold out of Southern Company (SO) in Q1 2025, closing a stake of 2,929 shares — an estimated $241K sold.

Blueprint Investment Partners first reported a position in SO in Q3 2021 and held it in 8 quarters. The position peaked at $409K in Q3 2022. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

Blueprint Investment Partners reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
Blueprint Investment Partners sold 2,929 Southern Company shares in Q1 2025, an estimated $241K.
Blueprint Investment Partners first reported a position in Southern Company in Q3 2021 and held it in 8 quarters.
Blueprint Investment Partners's Southern Company position peaked at $409K in Q3 2022.
2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

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