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Harbor Capital Advisors’s Southern Company SO Stock Holding History

Harbor Capital Advisors’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
-29,063
Closed -$2.39M – 1528
2024
Q4 		$2.39M Buy
29,063
+886
+3% +$77.7K 0.1% 246
2024
Q3 		$2.54M Sell
28,177
-84
-0.3% -$7.17K 0.11% 252
2024
Q2 		$2.19M Sell
28,261
-260
-0.9% -$19.7K 0.17% 174
2024
Q1 		$2.05M Buy
28,521
+6,893
+32% +$476K 0.27% 79
2023
Q4 		$1.52M Sell
21,628
-12
-0.1% -$824 0.29% 93
2023
Q3 		$1.4M Hold
21,640
– – 0.3% 83
2023
Q2 		$1.52M Hold
21,640
– – 0.3% 83
2023
Q1 		$1.51M Buy
+21,640
New +$1.46M 0.43% 67

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

Harbor Capital Advisors's SO Position: Q1 2025 in Review

Harbor Capital Advisors sold out of Southern Company (SO) in Q1 2025, closing a stake of 29,063 shares — an estimated $2.39M sold.

Harbor Capital Advisors first reported a position in SO in Q1 2023 and held it in 8 quarters. The position peaked at $2.54M in Q3 2024. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Harbor Capital Advisors reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
  • Harbor Capital Advisors sold 29,063 Southern Company shares in Q1 2025, an estimated $2.39M.
  • Harbor Capital Advisors first reported a position in Southern Company in Q1 2023 and held it in 8 quarters.
  • Harbor Capital Advisors's Southern Company position peaked at $2.54M in Q3 2024.
  • 2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Harbor Capital Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.