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Catherine Avery Investment Management’s Southern Company SO Stock Holding History

Catherine Avery Investment 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
Q1 		– Sell
-200
Closed -$16.5K – 184
2024
Q4 		$16.5K Buy
+200
New +$17.5K 0.01% 82

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Catherine Avery Investment Management's SO Position: Q1 2025 in Review

Catherine Avery Investment Management sold out of Southern Company (SO) in Q1 2025, closing a stake of 200 shares — an estimated $16.5K sold.

Catherine Avery Investment Management first reported a position in SO in Q4 2024 and held it in 1 quarter. The position peaked at $16.5K in Q4 2024. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Catherine Avery Investment Management reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
  • Catherine Avery Investment Management sold 200 Southern Company shares in Q1 2025, an estimated $16.5K.
  • Catherine Avery Investment Management first reported a position in Southern Company in Q4 2024 and held it in 1 quarter.
  • Catherine Avery Investment Management's Southern Company position peaked at $16.5K in Q4 2024.
  • 2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Catherine Avery Investment Management's 13F filing for Q1 2025, filed 5 Jan 2026.