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Hudson Edge Investment Partners’s Southern Company SO Stock Holding History

Hudson Edge Investment Partners’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
-100
Closed -$8.23K – 179
2024
Q4 		$8.23K Hold
100
– – ﹤0.01% 166
2024
Q3 		$9.02K Hold
100
– – ﹤0.01% 178
2024
Q2 		$7.76K Buy
+100
New +$7.58K ﹤0.01% 176

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

Hudson Edge Investment Partners's SO Position: Q1 2025 in Review

Hudson Edge Investment Partners sold out of Southern Company (SO) in Q1 2025, closing a stake of 100 shares — an estimated $8.23K sold.

Hudson Edge Investment Partners first reported a position in SO in Q2 2024 and held it in 3 quarters. The position peaked at $9.02K in Q3 2024. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Hudson Edge Investment Partners reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
  • Hudson Edge Investment Partners sold 100 Southern Company shares in Q1 2025, an estimated $8.23K.
  • Hudson Edge Investment Partners first reported a position in Southern Company in Q2 2024 and held it in 3 quarters.
  • Hudson Edge Investment Partners's Southern Company position peaked at $9.02K in Q3 2024.
  • 2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Hudson Edge Investment Partners's 13F filing for Q1 2025, filed 28 Apr 2025.