Evolution Advisers’s Southern Company SO Stock Holding History

Evolution Advisers’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 Q2	–	Sell	-60	Closed	-$5K	–	157
2025 Q1	$5K	Buy	+60	New	+$5.19K	﹤0.01%	138

Other funds holding SO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evolution Advisers's SO Position: Q2 2025 in Review

Evolution Advisers sold out of Southern Company (SO) in Q2 2025, closing a stake of 60 shares — an estimated $5K sold.

Evolution Advisers first reported a position in SO in Q1 2025 and held it in 1 quarter. The position peaked at $5K in Q1 2025. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

Evolution Advisers reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
Evolution Advisers sold 60 Southern Company shares in Q2 2025, an estimated $5K.
Evolution Advisers first reported a position in Southern Company in Q1 2025 and held it in 1 quarter.
Evolution Advisers's Southern Company position peaked at $5K in Q1 2025.
2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Evolution Advisers's 13F filing for Q2 2025, filed 25 Jul 2025.