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Ninepoint Partners’s Southern Company SO Stock Holding History

Ninepoint Partners’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
-15,557
Closed -$1.43M – 100
2025
Q1 		$1.43M Buy
15,557
+847
+6% +$73.3K 0.24% 50
2024
Q4 		$1.21M Buy
14,710
+2,920
+25% +$256K 0.18% 59
2024
Q3 		$1.06M Buy
+11,790
New +$1.01M 0.12% 52

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

Ninepoint Partners's SO Position: Q2 2025 in Review

Ninepoint Partners sold out of Southern Company (SO) in Q2 2025, closing a stake of 15,557 shares — an estimated $1.43M sold.

Ninepoint Partners first reported a position in SO in Q3 2024 and held it in 3 quarters. The position peaked at $1.43M in Q1 2025. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Ninepoint Partners reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
  • Ninepoint Partners sold 15,557 Southern Company shares in Q2 2025, an estimated $1.43M.
  • Ninepoint Partners first reported a position in Southern Company in Q3 2024 and held it in 3 quarters.
  • Ninepoint Partners's Southern Company position peaked at $1.43M in Q1 2025.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Ninepoint Partners's 13F filing for Q2 2025, filed 5 Aug 2025.