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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
2025
Q2 		– Sell
-3,600
Closed -$331K – 951
2025
Q1 		$331K Sell
3,600
-100
-3% -$8.66K 0.01% 690
2024
Q4 		$305K Sell
3,700
-5,900
-61% -$518K 0.01% 690
2024
Q3 		$866K Buy
9,600
+4,200
+78% +$359K 0.02% 534
2024
Q2 		$419K Buy
+5,400
New +$409K 0.01% 728
2024
Q1 		– Sell
-48,400
Closed -$3.39M – 902
2023
Q4 		$3.39M Buy
48,400
+35,700
+281% +$2.45M 0.07% 208
2023
Q3 		$822K Buy
12,700
+5,300
+72% +$368K 0.01% 680
2023
Q2 		$520K Sell
7,400
-1,400
-16% -$100K 0.01% 609
2023
Q1 		$612K Sell
8,800
-2,200
-20% -$148K 0.01% 599
2022
Q4 		$786K Sell
11,000
-6,100
-36% -$408K 0.02% 470
2022
Q3 		$1.16M Buy
17,100
+10,400
+155% +$788K 0.02% 481
2022
Q2 		$478K Sell
6,700
-11,700
-64% -$859K 0.01% 592
2022
Q1 		$1.33M Buy
18,400
+8,400
+84% +$569K 0.05% 272
2021
Q4 		$686K Sell
10,000
-5,300
-35% -$338K 0.02% 461
2021
Q3 		$948K Sell
15,300
-4,300
-22% -$277K 0.03% 467
2021
Q2 		$1.19M Buy
19,600
+9,800
+100% +$627K 0.05% 375
2021
Q1 		$609K Buy
+9,800
New +$587K 0.03% 573
2020
Q4 		– Sell
-4,200
Closed -$227K – 828
2020
Q3 		$227K Sell
4,200
-1,100
-21% -$58.8K 0.02% 533
2020
Q2 		$275K Buy
+5,300
New +$295K 0.02% 431

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.