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Graypoint LLC’s Southern Company SO Stock Holding History

Graypoint LLC’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 		$915K Buy
9,963
+691
+7% +$62.1K 0.05% 226
2025
Q1 		$853K Buy
9,272
+3,919
+73% +$339K 0.05% 226
2024
Q4 		$441K Sell
5,353
-673
-11% -$59K 0.03% 331
2024
Q3 		$543K Sell
6,026
-627
-9% -$53.6K 0.03% 290
2024
Q2 		$516K Buy
6,653
+910
+16% +$69K 0.04% 270
2024
Q1 		$412K Sell
5,743
-832
-13% -$57.4K 0.03% 324
2023
Q4 		$461K Buy
6,575
+237
+4% +$16.3K 0.04% 273
2023
Q3 		$410K Sell
6,338
-789
-11% -$54.8K 0.04% 271
2023
Q2 		$501K Buy
7,127
+595
+9% +$42.7K 0.05% 217
2023
Q1 		$455K Buy
6,532
+2,364
+57% +$159K 0.05% 217
2022
Q4 		$298K Sell
4,168
-144
-3% -$9.63K 0.04% 273
2022
Q3 		$293K Buy
4,312
+619
+17% +$46.9K 0.04% 257
2022
Q2 		$263K Buy
3,693
+570
+18% +$41.9K 0.03% 256
2022
Q1 		$226K Buy
+3,123
New +$212K 0.02% 306

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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Graypoint LLC's SO Position: Q2 2025 in Review

Graypoint LLC increased its Southern Company (SO) stake by 7.5% in Q2 2025, buying an estimated $62.1K and bringing the position to 9,963 shares worth $915K. The position accounts for 0.05% of the portfolio, ranked #226.

Graypoint LLC first reported a position in SO in Q1 2022 and has held it in 14 quarters since. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Graypoint LLC held 9,963 shares of Southern Company worth $915K as of Q2 2025.
  • Graypoint LLC bought 691 Southern Company shares in Q2 2025, an estimated $62.1K.
  • Southern Company made up 0.05% of Graypoint LLC's portfolio in Q2 2025, its #226 holding.
  • Graypoint LLC first reported a position in Southern Company in Q1 2022 and has held it in 14 quarters since.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.