Cyrus J. Lawrence’s Southern Company SO Stock Holding History

Cyrus J. Lawrence’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	-200	Closed	-$16K	–	149
2024 Q4	$16K	Hold	200	–	–	﹤0.01%	168
2024 Q3	$18K	Hold	200	–	–	﹤0.01%	147
2024 Q2	$15K	Hold	200	–	–	﹤0.01%	153
2024 Q1	$14K	Buy	+200	New	+$13.8K	﹤0.01%	145
2023 Q3	$12K	Hold	200	–	–	﹤0.01%	127
2023 Q2	$14K	Hold	200	–	–	﹤0.01%	136
2023 Q1	$14K	Sell	200 -967	-83%	-$65.1K	﹤0.01%	142
2022 Q4	$83K	Hold	1,167	–	–	0.02%	91
2022 Q3	$79K	Sell	1,167 -1,450	-55%	-$110K	0.02%	92
2022 Q2	$187K	Hold	2,617	–	–	0.05%	83
2022 Q1	$190K	Buy	+2,617	New	+$177K	0.04%	85

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cyrus J. Lawrence's SO Position: Q1 2025 in Review

Cyrus J. Lawrence sold out of Southern Company (SO) in Q1 2025, closing a stake of 200 shares — an estimated $16K sold.

Cyrus J. Lawrence first reported a position in SO in Q1 2022 and held it in 11 quarters. The position peaked at $190K in Q1 2022. 2,205 funds tracked by Wall St. Rank hold SO as of Q1 2025.

Cyrus J. Lawrence reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
Cyrus J. Lawrence sold 200 Southern Company shares in Q1 2025, an estimated $16K.
Cyrus J. Lawrence first reported a position in Southern Company in Q1 2022 and held it in 11 quarters.
Cyrus J. Lawrence's Southern Company position peaked at $190K in Q1 2022.
2,205 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Cyrus J. Lawrence's 13F filing for Q1 2025, filed 15 May 2025.