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FPC Investment Advisory’s Southern Company SO Stock Holding History

FPC Investment Advisory’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
-116
Closed -$9.74K – 226
2024
Q4 		$9.74K Buy
+116
New +$10.2K 0.01% 169

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

FPC Investment Advisory's SO Position: Q1 2025 in Review

FPC Investment Advisory sold out of Southern Company (SO) in Q1 2025, closing a stake of 116 shares — an estimated $9.74K sold.

FPC Investment Advisory first reported a position in SO in Q4 2024 and held it in 1 quarter. The position peaked at $9.74K in Q4 2024. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • FPC Investment Advisory reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
  • FPC Investment Advisory sold 116 Southern Company shares in Q1 2025, an estimated $9.74K.
  • FPC Investment Advisory first reported a position in Southern Company in Q4 2024 and held it in 1 quarter.
  • FPC Investment Advisory's Southern Company position peaked at $9.74K in Q4 2024.
  • 2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on FPC Investment Advisory's 13F filing for Q1 2025, filed 6 May 2025.