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Groesbeck Investment Management’s Southern Company SO Stock Holding History

Groesbeck Investment Management’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
-8,100
Closed -$745K – 86
2025
Q1 		$745K Hold
8,100
– – 1.04% 35
2024
Q4 		$667K Buy
+8,100
New +$711K 0.87% 37
2024
Q2 		– Sell
-8,100
Closed -$581K – 95
2024
Q1 		$581K Buy
+8,100
New +$559K 0.62% 55
2022
Q2 		– Sell
-8,100
Closed -$587K – 105
2022
Q1 		$587K Buy
+8,100
New +$549K 0.66% 57
2021
Q4 		– Sell
-8,100
Closed -$502K – 107
2021
Q3 		$502K Buy
+8,100
New +$522K 0.58% 64
2016
Q4 		– Sell
-8,100
Closed -$416K – 103
2016
Q3 		$416K Buy
+8,100
New +$427K 0.31% 78

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 $138M AUM 28.86% 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

Groesbeck Investment Management's SO Position: Q2 2025 in Review

Groesbeck Investment Management sold out of Southern Company (SO) in Q2 2025, closing a stake of 8,100 shares — an estimated $745K sold.

Groesbeck Investment Management first reported a position in SO in Q3 2016 and held it in 6 quarters. The position peaked at $745K in Q1 2025. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Groesbeck Investment Management reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
  • Groesbeck Investment Management sold 8,100 Southern Company shares in Q2 2025, an estimated $745K.
  • Groesbeck Investment Management first reported a position in Southern Company in Q3 2016 and held it in 6 quarters.
  • Groesbeck Investment Management's Southern Company position peaked at $745K in Q1 2025.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Groesbeck Investment Management's 13F filing for Q2 2025, filed 23 Oct 2025.