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Edge Capital Group’s Southern Company SO Stock Holding History

Edge Capital Group’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
2024
Q4 		$763K Sell
18
-9,107
-100% -$799K 0.03% 183
2024
Q3 		$823K Hold
9,125
– – 0.04% 183
2024
Q2 		$708K Buy
9,125
+1,286
+16% +$97.5K 0.03% 188
2024
Q1 		$562K Sell
7,839
-944
-11% -$65.2K 0.03% 204
2023
Q4 		$616K Sell
8,783
-3,461
-28% -$238K 0.03% 192
2023
Q3 		$792K Sell
12,244
-94,330
-89% -$6.55M 0.05% 164
2023
Q2 		$7.49M Sell
106,574
-12,600
-11% -$904K 0.43% 57
2023
Q1 		$8.29M Buy
119,174
+110,876
+1,336% +$7.47M 0.51% 48
2022
Q4 		$593K Sell
8,298
-874
-10% -$58.4K 0.04% 173
2022
Q3 		$624K Sell
9,172
-88,010
-91% -$6.67M 0.05% 169
2022
Q2 		$12.4M Buy
97,182
+88,157
+977% +$6.47M 1.07% 20
2022
Q1 		$654K Sell
9,025
-890
-9% -$60.3K 0.04% 180
2021
Q4 		$680K Buy
9,915
+971
+11% +$61.9K 0.05% 173
2021
Q3 		$554K Buy
8,944
+37
+0.4% +$2.38K 0.04% 173
2021
Q2 		$539K Sell
8,907
-861
-9% -$55.1K 0.04% 180
2021
Q1 		$607K Buy
9,768
+52
+0.5% +$3.11K 0.05% 165
2020
Q4 		$597K Sell
9,716
-3,399
-26% -$204K 0.05% 160
2020
Q3 		$711K Sell
13,115
-510
-4% -$27.3K 0.07% 133
2020
Q2 		$706K Sell
13,625
-467
-3% -$26K 0.07% 130
2020
Q1 		$763K Buy
14,092
+445
+3% +$28.2K 0.09% 120
2019
Q4 		$869K Buy
13,647
+43
+0.3% +$2.67K 0.08% 134
2019
Q3 		$840K Buy
13,604
+45
+0.3% +$2.61K 0.09% 133
2019
Q2 		$750K Buy
13,559
+49
+0.4% +$2.62K 0.07% 144
2019
Q1 		$698K Buy
13,510
+1,131
+9% +$55.4K 0.07% 149
2018
Q4 		$544K Buy
+12,379
New +$563K 0.06% 153

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Edge Capital Group's SO Position: Q4 2024 in Review

Edge Capital Group reduced its Southern Company (SO) stake by 100% in Q4 2024, selling an estimated $799K and leaving 18 shares worth $763K. The position accounts for 0.03% of the portfolio, ranked #183.

Edge Capital Group first reported a position in SO in Q4 2018 and has held it in 25 quarters since. The position peaked at $12.4M in Q2 2022. 2,120 funds tracked by Wall St. Rank hold SO as of Q4 2024.

  • Edge Capital Group held 18 shares of Southern Company worth $763K as of Q4 2024.
  • Edge Capital Group sold 9,107 Southern Company shares in Q4 2024, an estimated $799K.
  • Southern Company made up 0.03% of Edge Capital Group's portfolio in Q4 2024, its #183 holding.
  • Edge Capital Group first reported a position in Southern Company in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Southern Company position peaked at $12.4M in Q2 2022.
  • 2,120 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.