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Joel Adams & Associates’s Southern Company SO Stock Holding History

Joel Adams & Associates’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
-5,315
Closed -$489K – 64
2025
Q1 		$489K Buy
5,315
+200
+4% +$17.3K 0.44% 30
2024
Q4 		$421K Buy
+5,115
New +$449K 0.38% 35

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

Joel Adams & Associates's SO Position: Q2 2025 in Review

Joel Adams & Associates sold out of Southern Company (SO) in Q2 2025, closing a stake of 5,315 shares — an estimated $489K sold.

Joel Adams & Associates first reported a position in SO in Q4 2024 and held it in 2 quarters. The position peaked at $489K in Q1 2025. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Joel Adams & Associates reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
  • Joel Adams & Associates sold 5,315 Southern Company shares in Q2 2025, an estimated $489K.
  • Joel Adams & Associates first reported a position in Southern Company in Q4 2024 and held it in 2 quarters.
  • Joel Adams & Associates's Southern Company position peaked at $489K in Q1 2025.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Joel Adams & Associates's 13F filing for Q2 2025, filed 25 Jul 2025.