Callan Capital’s Southern Company SO Stock Holding History

Callan Capital’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	$304K	Buy	+3,301	New	+$286K	0.02%	279

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

Callan Capital's SO Position: Q1 2025 in Review

Callan Capital opened a new position in Southern Company (SO) in Q1 2025: 3,301 shares worth $304K. The stake represents 0.02% of the portfolio and ranks #279 among its holdings.

2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

Callan Capital held 3,301 shares of Southern Company worth $304K as of Q1 2025.
Southern Company was a new Callan Capital position in Q1 2025.
Southern Company made up 0.02% of Callan Capital's portfolio in Q1 2025, its #279 holding.
2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.