Machina Capital’s Southern Company SO Stock Holding History

Machina Capital’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	-7,131	Closed	-$587K	–	367
2024 Q4	$587K	Buy	+7,131	New	+$626K	0.25%	148
2024 Q1	–	Sell	-11,587	Closed	-$812K	–	336
2023 Q4	$812K	Buy	11,587 +26	+0.2%	+$1.78K	0.52%	66
2023 Q3	$748K	Buy	+11,561	New	+$802K	0.42%	94
2023 Q2	–	Sell	-4,581	Closed	-$319K	–	497
2023 Q1	$319K	Buy	+4,581	New	+$308K	0.28%	134
2021 Q4	–	Sell	-9,700	Closed	-$601K	–	177
2021 Q3	$601K	Buy	9,700 +5,773	+147%	+$372K	1.3%	13
2021 Q2	$238K	Buy	+3,927	New	+$251K	0.4%	134
2019 Q2	–	Sell	-14,392	Closed	-$744K	–	620
2019 Q1	$744K	Buy	14,392 +5,586	+63%	+$274K	0.3%	122
2018 Q4	$387K	Buy	+8,806	New	+$400K	0.26%	156

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Machina Capital's SO Position: Q1 2025 in Review

Machina Capital sold out of Southern Company (SO) in Q1 2025, closing a stake of 7,131 shares — an estimated $587K sold.

Machina Capital first reported a position in SO in Q4 2018 and held it in 8 quarters. The position peaked at $812K in Q4 2023. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

Machina Capital reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
Machina Capital sold 7,131 Southern Company shares in Q1 2025, an estimated $587K.
Machina Capital first reported a position in Southern Company in Q4 2018 and held it in 8 quarters.
Machina Capital's Southern Company position peaked at $812K in Q4 2023.
2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Machina Capital's 13F filing for Q1 2025, filed 6 May 2025.