Blueshift Asset Management’s Southern Company SO Stock Holding History

Blueshift Asset 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	-4,892	Closed	-$449K	–	608
2025 Q2	$449K	Buy	+4,892	New	+$439K	0.14%	206
2023 Q2	–	Sell	-9,390	Closed	-$653K	–	467
2023 Q1	$653K	Buy	+9,390	New	+$632K	0.27%	101
2022 Q4	–	Sell	-14,393	Closed	-$979K	–	609
2022 Q3	$979K	Sell	14,393 -3,915	-21%	-$297K	0.21%	137
2022 Q2	$1.31M	Sell	18,308 -23,840	-57%	-$1.75M	0.22%	142
2022 Q1	$3.06M	Buy	+42,148	New	+$2.85M	0.28%	93
2021 Q4	–	Sell	-17,388	Closed	-$1.08M	–	1199
2021 Q3	$1.08M	Buy	17,388 +9,841	+130%	+$634K	0.06%	388
2021 Q2	$457K	Buy	+7,547	New	+$483K	0.03%	590
2021 Q1	–	Sell	-4,336	Closed	-$266K	–	1056
2020 Q4	$266K	Buy	+4,336	New	+$261K	0.03%	552
2020 Q3	–	Sell	-13,258	Closed	-$687K	–	762
2020 Q2	$687K	Buy	+13,258	New	+$737K	0.11%	262
2019 Q4	–	Sell	-16,432	Closed	-$1.01M	–	1020
2019 Q3	$1.01M	Buy	+16,432	New	+$952K	0.15%	189
2019 Q2	–	Sell	-45,115	Closed	-$2.33M	–	945
2019 Q1	$2.33M	Buy	+45,115	New	+$2.21M	0.33%	76

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