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Jentner Corp’s Southern Company SO Stock Holding History

Jentner Corp’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
-3,759
Closed -$309K – 58
2024
Q4 		$309K Sell
3,759
-1,201
-24% -$105K 0.09% 45
2024
Q3 		$447K Hold
4,960
– – 0.14% 35
2024
Q2 		$385K Buy
4,960
+42
+0.9% +$3.18K 0.13% 35
2024
Q1 		$353K Buy
4,918
+46
+0.9% +$3.17K 0.12% 36
2023
Q4 		$342K Buy
+4,872
New +$335K 0.13% 34

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

Jentner Corp's SO Position: Q1 2025 in Review

Jentner Corp sold out of Southern Company (SO) in Q1 2025, closing a stake of 3,759 shares — an estimated $309K sold.

Jentner Corp first reported a position in SO in Q4 2023 and held it in 5 quarters. The position peaked at $447K in Q3 2024. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Jentner Corp reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
  • Jentner Corp sold 3,759 Southern Company shares in Q1 2025, an estimated $309K.
  • Jentner Corp first reported a position in Southern Company in Q4 2023 and held it in 5 quarters.
  • Jentner Corp's Southern Company position peaked at $447K in Q3 2024.
  • 2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Jentner Corp's 13F filing for Q1 2025, filed 15 May 2025.