Convergence Investment Partners’s Southern Company SO Stock Holding History

Convergence Investment Partners’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	-5,750	Closed	-$529K	–	283
2025 Q1	$529K	Buy	+5,750	New	+$498K	0.15%	192
2021 Q3	–	Sell	-18,526	Closed	-$1.12M	–	268
2021 Q2	$1.12M	Buy	18,526 +574	+3%	+$36.7K	0.48%	77
2021 Q1	$1.12M	Sell	17,952 -1,371	-7%	-$82.1K	0.51%	75
2020 Q4	$1.19M	Sell	19,323 -2,255	-10%	-$136K	0.6%	63
2020 Q3	$1.17M	Sell	21,578 -2,088	-9%	-$112K	0.41%	84
2020 Q2	$1.23M	Sell	23,666 -9,067	-28%	-$504K	0.42%	77
2020 Q1	$1.77M	Sell	32,733 -10,297	-24%	-$652K	0.78%	36
2019 Q4	$2.74M	Sell	43,030 -1,007	-2%	-$62.4K	0.78%	37
2019 Q3	$2.72M	Buy	+44,037	New	+$2.55M	0.76%	35
2018 Q2	–	Sell	-1,658	Closed	-$74K	–	809
2018 Q1	$74K	Buy	+1,658	New	+$73.6K	0.01%	385
2016 Q1	–	Sell	-50,330	Closed	-$2.35M	–	393
2015 Q4	$2.35M	Buy	+50,330	New	+$2.28M	0.26%	142

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

Convergence Investment Partners's SO Position: Q2 2025 in Review

Convergence Investment Partners sold out of Southern Company (SO) in Q2 2025, closing a stake of 5,750 shares — an estimated $529K sold.

Convergence Investment Partners first reported a position in SO in Q4 2015 and held it in 11 quarters. The position peaked at $2.74M in Q4 2019. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

Convergence Investment Partners reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
Convergence Investment Partners sold 5,750 Southern Company shares in Q2 2025, an estimated $529K.
Convergence Investment Partners first reported a position in Southern Company in Q4 2015 and held it in 11 quarters.
Convergence Investment Partners's Southern Company position peaked at $2.74M in Q4 2019.
2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Convergence Investment Partners's 13F filing for Q2 2025, filed 1 Aug 2025.