Conquis Financial’s Southern Company SO Stock Holding History

Conquis Financial’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	-35	Closed	-$2.88K	–	174
2024 Q4	$2.88K	Buy	+35	New	+$3.07K	﹤0.01%	148

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

Conquis Financial's SO Position: Q1 2025 in Review

Conquis Financial sold out of Southern Company (SO) in Q1 2025, closing a stake of 35 shares — an estimated $2.88K sold.

Conquis Financial first reported a position in SO in Q4 2024 and held it in 1 quarter. The position peaked at $2.88K in Q4 2024. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

Conquis Financial reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
Conquis Financial sold 35 Southern Company shares in Q1 2025, an estimated $2.88K.
Conquis Financial first reported a position in Southern Company in Q4 2024 and held it in 1 quarter.
Conquis Financial's Southern Company position peaked at $2.88K in Q4 2024.
2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Conquis Financial's 13F filing for Q1 2025, filed 9 May 2025.