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Longfellow Investment Management’s Southern Company SO Stock Holding History

Longfellow Investment Management’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
-4,549
Closed -$374K – 307
2024
Q4 		$374K Sell
4,549
-294
-6% -$25.8K 0.1% 116
2024
Q3 		$437K Sell
4,843
-1,957
-29% -$167K 0.11% 110
2024
Q2 		$527K Buy
6,800
+47
+0.7% +$3.56K 0.13% 89
2024
Q1 		$484K Buy
6,753
+45
+0.7% +$3.11K 0.11% 95
2023
Q4 		$470K Sell
6,708
-3,526
-34% -$242K 0.12% 93
2023
Q3 		$662K Buy
+10,234
New +$710K 0.18% 74
2022
Q2 		– Sell
-6,029
Closed -$438K – 395
2022
Q1 		$438K Sell
6,029
-5,250
-47% -$356K 0.07% 164
2021
Q4 		$774K Sell
11,279
-2,984
-21% -$190K 0.13% 138
2021
Q3 		$884K Hold
14,263
– – 0.14% 136
2021
Q2 		$864K Sell
14,263
-9,478
-40% -$606K 0.12% 147
2021
Q1 		$1.48M Buy
23,741
+5,206
+28% +$312K 0.18% 133
2020
Q4 		$1.14M Buy
+18,535
New +$1.11M 0.14% 149

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

Longfellow Investment Management's SO Position: Q1 2025 in Review

Longfellow Investment Management sold out of Southern Company (SO) in Q1 2025, closing a stake of 4,549 shares — an estimated $374K sold.

Longfellow Investment Management first reported a position in SO in Q4 2020 and held it in 12 quarters. The position peaked at $1.48M in Q1 2021. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Longfellow Investment Management reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
  • Longfellow Investment Management sold 4,549 Southern Company shares in Q1 2025, an estimated $374K.
  • Longfellow Investment Management first reported a position in Southern Company in Q4 2020 and held it in 12 quarters.
  • Longfellow Investment Management's Southern Company position peaked at $1.48M in Q1 2021.
  • 2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Longfellow Investment Management's 13F filing for Q1 2025, filed 12 May 2025.