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HeadInvest LLC’s Southern Company SO Stock Holding History

HeadInvest 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 		– Sell
-2,284
Closed -$210K – 229
2025
Q1 		$210K Buy
+2,284
New +$198K 0.04% 227
2023
Q4 		– Sell
-1,719
Closed -$108K – 620
2023
Q3 		$108K Buy
+1,719
New +$119K 0.02% 270
2016
Q2 		– Sell
-4,406
Closed -$228K – 128
2016
Q1 		$228K Buy
+4,406
New +$215K 0.09% 117

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

HeadInvest LLC's SO Position: Q2 2025 in Review

HeadInvest LLC sold out of Southern Company (SO) in Q2 2025, closing a stake of 2,284 shares — an estimated $210K sold.

HeadInvest LLC first reported a position in SO in Q1 2016 and held it in 3 quarters. The position peaked at $228K in Q1 2016. 2,180 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • HeadInvest LLC reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
  • HeadInvest LLC sold 2,284 Southern Company shares in Q2 2025, an estimated $210K.
  • HeadInvest LLC first reported a position in Southern Company in Q1 2016 and held it in 3 quarters.
  • HeadInvest LLC's Southern Company position peaked at $228K in Q1 2016.
  • 2,180 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on HeadInvest LLC's 13F filing for Q2 2025, filed 14 Aug 2025.