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Heck Capital Advisors’s Southern Company SO Stock Holding History

Heck 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
-50
Closed -$4.12K – 708
2024
Q4 		$4.12K Buy
+50
New +$4.39K ﹤0.01% 589

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Heck Capital Advisors sold out of Southern Company (SO) in Q1 2025, closing a stake of 50 shares — an estimated $4.12K sold.

Heck Capital Advisors first reported a position in SO in Q4 2024 and held it in 1 quarter. The position peaked at $4.12K in Q4 2024. 2,204 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Heck Capital Advisors reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 50 Southern Company shares in Q1 2025, an estimated $4.12K.
  • Heck Capital Advisors first reported a position in Southern Company in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Southern Company position peaked at $4.12K in Q4 2024.
  • 2,204 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.