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 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

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.