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Marex Group’s Southern Company SO Stock Holding History

Marex Group’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
-7,000
Closed -$644K – 895
2025
Q1 		$644K Sell
7,000
-2,500
-26% -$216K 0.01% 289
2024
Q4 		$782K Buy
9,500
+1,550
+19% +$136K 0.01% 277
2024
Q3 		$717K Buy
7,950
+3,760
+90% +$321K 0.02% 250
2024
Q2 		$325K Buy
+4,190
New +$318K 0.01% 395

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 $134M AUM 21.11% 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

Marex Group's SO Position: Q2 2025 in Review

Marex Group sold out of Southern Company (SO) in Q2 2025, closing a stake of 7,000 shares — an estimated $644K sold.

Marex Group first reported a position in SO in Q2 2024 and held it in 4 quarters. The position peaked at $782K in Q4 2024. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Marex Group reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
  • Marex Group sold 7,000 Southern Company shares in Q2 2025, an estimated $644K.
  • Marex Group first reported a position in Southern Company in Q2 2024 and held it in 4 quarters.
  • Marex Group's Southern Company position peaked at $782K in Q4 2024.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Marex Group's 13F filing for Q2 2025, filed 19 Aug 2025.