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Eagle Bay Advisors’s Southern Company SO Stock Holding History

Eagle Bay 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
Q1 		– Sell
-153
Closed -$12.6K – 825
2024
Q4 		$12.6K Sell
153
-31
-17% -$2.72K 0.01% 539
2024
Q3 		$16.6K Sell
184
-14
-7% -$1.2K 0.01% 671
2024
Q2 		$15.4K Sell
198
-15
-7% -$1.14K 0.01% 480
2024
Q1 		$15.3K Sell
213
-13
-6% -$897 0.01% 490
2023
Q4 		$15.8K Buy
226
+9
+4% +$618 0.01% 440
2023
Q3 		$14K Sell
217
-33
-13% -$2.29K 0.01% 560
2023
Q2 		$17.6K Buy
250
+33
+15% +$2.37K 0.01% 540
2023
Q1 		$15.1K Sell
217
-28
-11% -$1.89K 0.01% 555
2022
Q4 		$17.5K Sell
245
-22
-8% -$1.47K 0.01% 546
2022
Q3 		$18K Buy
267
+2
+0.8% +$152 0.01% 531
2022
Q2 		$18.9K Buy
+265
New +$19.5K 0.01% 564
2022
Q1 		– Sell
-934
Closed -$64K – 869
2021
Q4 		$64K Sell
934
-949
-50% -$60.5K 0.04% 302
2021
Q3 		$117K Buy
1,883
+745
+65% +$48K 0.07% 208
2021
Q2 		$72K Buy
+1,138
New +$72.8K 0.06% 220

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

Eagle Bay Advisors's SO Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Southern Company (SO) in Q1 2025, closing a stake of 153 shares — an estimated $12.6K sold.

Eagle Bay Advisors first reported a position in SO in Q2 2021 and held it in 14 quarters. The position peaked at $117K in Q3 2021. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Eagle Bay Advisors reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 153 Southern Company shares in Q1 2025, an estimated $12.6K.
  • Eagle Bay Advisors first reported a position in Southern Company in Q2 2021 and held it in 14 quarters.
  • Eagle Bay Advisors's Southern Company position peaked at $117K in Q3 2021.
  • 2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.