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CenterStar Asset Management’s Southern Company SO Stock Holding History

CenterStar 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
Q2 		– Sell
-4,678
Closed -$430K – 382
2025
Q1 		$430K Buy
+4,678
New +$405K 0.1% 218
2024
Q3 		– Sell
-3,387
Closed -$262K – 393
2024
Q2 		$262K Buy
+3,387
New +$257K 0.07% 222
2021
Q1 		– Hold
0
– – – 635
2018
Q3 		– Hold
0
– – – 90
2018
Q2 		– Hold
0
– – – 87
2017
Q4 		– Hold
0
– – – 386

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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CenterStar Asset Management's SO Position: Q2 2025 in Review

CenterStar Asset Management sold out of Southern Company (SO) in Q2 2025, closing a stake of 4,678 shares — an estimated $430K sold.

CenterStar Asset Management first reported a position in SO in Q2 2024 and held it in 2 quarters. The position peaked at $430K in Q1 2025. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • CenterStar Asset Management reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
  • CenterStar Asset Management sold 4,678 Southern Company shares in Q2 2025, an estimated $430K.
  • CenterStar Asset Management first reported a position in Southern Company in Q2 2024 and held it in 2 quarters.
  • CenterStar Asset Management's Southern Company position peaked at $430K in Q1 2025.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on CenterStar Asset Management's 13F filing for Q2 2025, filed 21 Jul 2025.