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Hoese & Co’s Southern Company SO Stock Holding History

Hoese & Co’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
-200
Closed -$18.4K – 175
2025
Q1 		$18.4K Hold
200
– – 0.02% 104
2024
Q4 		$16.5K Hold
200
– – 0.01% 112
2024
Q3 		$18K Hold
200
– – 0.02% 99
2024
Q2 		$16K Hold
200
– – 0.01% 90
2024
Q1 		$13.4K Hold
200
– – 0.01% 100
2023
Q4 		$14.2K Hold
200
– – 0.01% 102
2023
Q3 		$12.9K Hold
200
– – 0.01% 103
2023
Q2 		$14.1K Hold
200
– – 0.01% 107
2023
Q1 		$12.6K Hold
200
– – 0.01% 111
2022
Q4 		$14K Hold
200
– – 0.01% 116
2022
Q3 		$14K Hold
200
– – 0.02% 120
2022
Q2 		$14K Hold
200
– – 0.02% 121
2022
Q1 		$15K Hold
200
– – 0.02% 128
2021
Q4 		$14K Hold
200
– – 0.01% 134
2021
Q3 		$12K Hold
200
– – 0.01% 137
2021
Q2 		$12K Buy
+200
New +$12.8K 0.01% 138

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 $134M AUM 21.11% 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

Hoese & Co's SO Position: Q2 2025 in Review

Hoese & Co sold out of Southern Company (SO) in Q2 2025, closing a stake of 200 shares — an estimated $18.4K sold.

Hoese & Co first reported a position in SO in Q2 2021 and held it in 16 quarters. The position peaked at $18.4K in Q1 2025. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Hoese & Co reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
  • Hoese & Co sold 200 Southern Company shares in Q2 2025, an estimated $18.4K.
  • Hoese & Co first reported a position in Southern Company in Q2 2021 and held it in 16 quarters.
  • Hoese & Co's Southern Company position peaked at $18.4K in Q1 2025.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Hoese & Co's 13F filing for Q2 2025, filed 29 Jul 2025.