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 $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 $3.38T AUM 44.17% 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

Blueshift Asset Management's SO Position: Q3 2025 in Review

Blueshift Asset Management sold out of Southern Company (SO) in Q3 2025, closing a stake of 4,892 shares — an estimated $449K sold.

Blueshift Asset Management first reported a position in SO in Q1 2019 and held it in 11 quarters. The position peaked at $3.06M in Q1 2022. 2,220 funds tracked by Wall St. Rank hold SO as of Q3 2025.

Blueshift Asset Management reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
Blueshift Asset Management sold 4,892 Southern Company shares in Q3 2025, an estimated $449K.
Blueshift Asset Management first reported a position in Southern Company in Q1 2019 and held it in 11 quarters.
Blueshift Asset Management's Southern Company position peaked at $3.06M in Q1 2022.
2,220 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Blueshift Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.