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Custom Index Systems’s Southern Company SO Stock Holding History

Custom Index Systems’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
-2,715
Closed -$223K – 345
2024
Q4 		$223K Buy
+2,715
New +$238K 0.12% 218

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

Custom Index Systems's SO Position: Q1 2025 in Review

Custom Index Systems sold out of Southern Company (SO) in Q1 2025, closing a stake of 2,715 shares — an estimated $223K sold.

Custom Index Systems first reported a position in SO in Q4 2024 and held it in 1 quarter. The position peaked at $223K in Q4 2024. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Custom Index Systems reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
  • Custom Index Systems sold 2,715 Southern Company shares in Q1 2025, an estimated $223K.
  • Custom Index Systems first reported a position in Southern Company in Q4 2024 and held it in 1 quarter.
  • Custom Index Systems's Southern Company position peaked at $223K in Q4 2024.
  • 2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Custom Index Systems's 13F filing for Q1 2025, filed 14 May 2025.