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Corps Capital Advisors’s Southern Company SO Stock Holding History

Corps Capital Advisors’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
-5,000
Closed -$460K – 74
2025
Q1 		$460K Hold
5,000
– – 0.48% 52
2024
Q4 		$412K Buy
+5,000
New +$439K 0.42% 56

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

Corps Capital Advisors's SO Position: Q2 2025 in Review

Corps Capital Advisors sold out of Southern Company (SO) in Q2 2025, closing a stake of 5,000 shares — an estimated $460K sold.

Corps Capital Advisors first reported a position in SO in Q4 2024 and held it in 2 quarters. The position peaked at $460K in Q1 2025. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Corps Capital Advisors reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
  • Corps Capital Advisors sold 5,000 Southern Company shares in Q2 2025, an estimated $460K.
  • Corps Capital Advisors first reported a position in Southern Company in Q4 2024 and held it in 2 quarters.
  • Corps Capital Advisors's Southern Company position peaked at $460K in Q1 2025.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Corps Capital Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.