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Corebridge Financial’s Southern Company SO Stock Holding History

Corebridge 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
Q2 		– Sell
-244,376
Closed -$22.5M – 2391
2025
Q1 		$22.5M Sell
244,376
-7,446
-3% -$645K 0.13% 115
2024
Q4 		$20.7M Sell
251,822
-11,521
-4% -$1.01M 0.11% 136
2024
Q3 		$23.7M Sell
263,343
-7,631
-3% -$652K 0.13% 116
2024
Q2 		$21M Buy
+270,974
New +$20.5M 0.12% 125

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

Corebridge Financial's SO Position: Q2 2025 in Review

Corebridge Financial sold out of Southern Company (SO) in Q2 2025, closing a stake of 244,376 shares — an estimated $22.5M sold.

Corebridge Financial first reported a position in SO in Q2 2024 and held it in 4 quarters. The position peaked at $23.7M in Q3 2024. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Corebridge Financial reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
  • Corebridge Financial sold 244,376 Southern Company shares in Q2 2025, an estimated $22.5M.
  • Corebridge Financial first reported a position in Southern Company in Q2 2024 and held it in 4 quarters.
  • Corebridge Financial's Southern Company position peaked at $23.7M in Q3 2024.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Corebridge Financial's 13F filing for Q2 2025, filed 12 Aug 2025.