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Maven Securities’s Southern Company SO Stock Holding History

Maven Securities’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
2026
Q1 		$1.77M Sell
18,300
-7,000
-28% -$648K 0.03% 276
2025
Q4 		$2.21M Sell
25,300
-7,400
-23% -$676K 0.05% 293
2025
Q3 		$3.1M Sell
32,700
-35,800
-52% -$3.34M 0.08% 233
2025
Q2 		$6.29M Buy
68,500
+48,800
+248% +$4.38M 0.15% 151
2025
Q1 		$1.81M Buy
19,700
+12,500
+174% +$1.08M 0.06% 302
2024
Q4 		$593K Sell
7,200
-2,100
-23% -$184K 0.01% 532
2024
Q3 		$839K Sell
9,300
-19,800
-68% -$1.69M 0.02% 547
2024
Q2 		$2.26M Buy
+29,100
New +$2.21M 0.05% 344
2024
Q1 		– Sell
-70,700
Closed -$4.96M – 901
2023
Q4 		$4.96M Buy
70,700
+54,700
+342% +$3.76M 0.1% 149
2023
Q3 		$1.04M Buy
+16,000
New +$1.11M 0.01% 609
2023
Q2 		– Sell
-14,900
Closed -$1.04M – 1032
2023
Q1 		$1.04M Buy
14,900
+6,500
+77% +$438K 0.02% 452
2022
Q4 		$600K Buy
8,400
+4,300
+105% +$288K 0.01% 541
2022
Q3 		$279K Sell
4,100
-3,400
-45% -$258K 0.01% 959
2022
Q2 		$535K Buy
7,500
+1,200
+19% +$88.1K 0.02% 556
2022
Q1 		$457K Buy
+6,300
New +$427K 0.02% 570
2021
Q4 		– Sell
-3,900
Closed -$242K – 1127
2021
Q3 		$242K Buy
+3,900
New +$251K 0.01% 910

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Maven Securities's SO Position: Q1 2025 in Review

Maven Securities sold out of Southern Company (SO) in Q1 2025, closing a stake of 2,751 shares — an estimated $238K sold.

Maven Securities first reported a position in SO in Q2 2021 and held it in 7 quarters. The position peaked at $2.45M in Q4 2021. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Maven Securities reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
  • Maven Securities sold 2,751 Southern Company shares in Q1 2025, an estimated $238K.
  • Maven Securities first reported a position in Southern Company in Q2 2021 and held it in 7 quarters.
  • Maven Securities's Southern Company position peaked at $2.45M in Q4 2021.
  • 2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Maven Securities's 13F filing for Q1 2025, filed 14 May 2025.