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Cutler Investment Counsel’s Southern Company SO Stock Holding History

Cutler Investment Counsel’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
-5,627
Closed -$463K – 136
2024
Q4 		$463K Buy
+5,627
New +$494K 0.06% 100

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

Cutler Investment Counsel's SO Position: Q1 2025 in Review

Cutler Investment Counsel sold out of Southern Company (SO) in Q1 2025, closing a stake of 5,627 shares — an estimated $463K sold.

Cutler Investment Counsel first reported a position in SO in Q4 2024 and held it in 1 quarter. The position peaked at $463K in Q4 2024. 2,201 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Cutler Investment Counsel reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
  • Cutler Investment Counsel sold 5,627 Southern Company shares in Q1 2025, an estimated $463K.
  • Cutler Investment Counsel first reported a position in Southern Company in Q4 2024 and held it in 1 quarter.
  • Cutler Investment Counsel's Southern Company position peaked at $463K in Q4 2024.
  • 2,201 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Cutler Investment Counsel's 13F filing for Q1 2025, filed 8 May 2025.