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Oarsman Capital’s Southern Company SO Stock Holding History

Oarsman 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
-1,434
Closed -$118K – 747
2024
Q4 		$118K Hold
1,434
– – 0.02% 307
2024
Q3 		$129K Buy
+1,434
New +$122K 0.02% 300

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Oarsman Capital's SO Position: Q1 2025 in Review

Oarsman Capital sold out of Southern Company (SO) in Q1 2025, closing a stake of 1,434 shares — an estimated $118K sold.

Oarsman Capital first reported a position in SO in Q3 2024 and held it in 2 quarters. The position peaked at $129K in Q3 2024. 2,201 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Oarsman Capital reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 1,434 Southern Company shares in Q1 2025, an estimated $118K.
  • Oarsman Capital first reported a position in Southern Company in Q3 2024 and held it in 2 quarters.
  • Oarsman Capital's Southern Company position peaked at $129K in Q3 2024.
  • 2,201 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.