FA
SO icon

Financial Avengers’s Southern Company SO Stock Holding History

Financial Avengers’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
-22
Closed -$1.78K – 160
2024
Q4 		$1.78K Buy
22
+1
+5% +$88 ﹤0.01% 151
2024
Q3 		$1.93K Hold
21
– – ﹤0.01% 166
2024
Q2 		$1.65K Hold
21
– – ﹤0.01% 145
2024
Q1 		$1.5K Hold
21
– – ﹤0.01% 137
2023
Q4 		$1.46K Hold
21
– – ﹤0.01% 161
2023
Q3 		$1.33K Buy
21
+1
+5% +$69 ﹤0.01% 160
2023
Q2 		$1.43K Hold
20
– – ﹤0.01% 138
2023
Q1 		$1.41K Hold
20
– – ﹤0.01% 144
2022
Q4 		$1.43K Buy
+20
New +$1.34K ﹤0.01% 143

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

Financial Avengers's SO Position: Q1 2025 in Review

Financial Avengers sold out of Southern Company (SO) in Q1 2025, closing a stake of 22 shares — an estimated $1.78K sold.

Financial Avengers first reported a position in SO in Q4 2022 and held it in 9 quarters. The position peaked at $1.93K in Q3 2024. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Financial Avengers reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
  • Financial Avengers sold 22 Southern Company shares in Q1 2025, an estimated $1.78K.
  • Financial Avengers first reported a position in Southern Company in Q4 2022 and held it in 9 quarters.
  • Financial Avengers's Southern Company position peaked at $1.93K in Q3 2024.
  • 2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Financial Avengers's 13F filing for Q1 2025, filed 15 May 2025.