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	-5,200	Closed	-$478K	–	381
2025 Q1	$478K	Buy	+5,200	New	+$450K	0.11%	204
2024 Q1	–	Sell	-6,900	Closed	-$484K	–	389
2023 Q4	$484K	Buy	+6,900	New	+$474K	0.07%	187
2018 Q4	–	Hold	0	–	-$3K	–	743
2018 Q3	–	Hold	0	–	–	–	674
2018 Q2	–	Hold	0	–	–	–	517
2018 Q1	–	Hold	0	–	–	–	543
2017 Q4	–	Hold	0	–	–	–	454

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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.