CAM
SO icon

Chesapeake Asset Management’s Southern Company SO Stock Holding History

Chesapeake 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
Q1 		– Sell
-15
Closed -$1.23K – 598
2024
Q4 		$1.23K Buy
15
+5
+50% +$439 ﹤0.01% 310
2024
Q3 		$901 Buy
+10
New +$854 ﹤0.01% 312
2024
Q1 		– Sell
-378
Closed -$26.6K – 405
2023
Q4 		$26.6K Sell
378
-227
-38% -$15.6K 0.02% 169
2023
Q3 		$39.2K Hold
605
– – 0.04% 157
2023
Q2 		$42.6K Hold
605
– – 0.04% 150
2023
Q1 		$42.2K Buy
+605
New +$40.7K 0.04% 152

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

Chesapeake Asset Management's SO Position: Q1 2025 in Review

Chesapeake Asset Management sold out of Southern Company (SO) in Q1 2025, closing a stake of 15 shares — an estimated $1.23K sold.

Chesapeake Asset Management first reported a position in SO in Q1 2023 and held it in 6 quarters. The position peaked at $42.6K in Q2 2023. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Chesapeake Asset Management reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
  • Chesapeake Asset Management sold 15 Southern Company shares in Q1 2025, an estimated $1.23K.
  • Chesapeake Asset Management first reported a position in Southern Company in Q1 2023 and held it in 6 quarters.
  • Chesapeake Asset Management's Southern Company position peaked at $42.6K in Q2 2023.
  • 2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Chesapeake Asset Management's 13F filing for Q1 2025, filed 5 Jan 2026.