OPS
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Orion Portfolio Solutions’s Southern Company SO Stock Holding History

Orion Portfolio Solutions’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 		$25.2M Buy
274,222
+3,955
+1% +$342K 0.25% 75
2024
Q4 		$22.2M Buy
270,267
+11,295
+4% +$991K 0.22% 84
2024
Q3 		$23.4M Sell
258,972
-18,895
-7% -$1.61M 0.23% 80
2024
Q2 		$21.6M Sell
277,867
-44
-0% -$3.33K 0.23% 85
2024
Q1 		$19.9M Sell
277,911
-5,055
-2% -$349K 0.21% 93
2023
Q4 		$20.4M Sell
282,966
-7,424
-3% -$510K 0.24% 86
2023
Q3 		$18.8M Buy
290,390
+19,290
+7% +$1.34M 0.23% 93
2023
Q2 		$19M Buy
271,100
+12,329
+5% +$884K 0.2% 89
2023
Q1 		$18M Buy
258,771
+153,314
+145% +$10.3M 0.22% 90
2022
Q4 		$7.53M Buy
105,457
+12,148
+13% +$812K 0.26% 64
2022
Q3 		$6.34M Sell
93,309
-4,408
-5% -$334K 0.25% 67
2022
Q2 		$6.97M Buy
97,717
+22,458
+30% +$1.65M 0.28% 58
2022
Q1 		$5.46M Sell
75,259
-2,228
-3% -$151K 0.19% 76
2021
Q4 		$5.31M Buy
77,487
+1,605
+2% +$102K 0.18% 78
2021
Q3 		$4.7M Buy
75,882
+5,474
+8% +$352K 0.17% 84
2021
Q2 		$4.26M Buy
70,408
+1,335
+2% +$85.4K 0.17% 83
2021
Q1 		$4.29M Sell
69,073
-2,532
-4% -$152K 0.19% 74
2020
Q4 		$4.4M Sell
71,605
-339
-0.5% -$20.4K 0.21% 78
2020
Q3 		$3.9M Buy
71,944
+1,547
+2% +$82.7K 0.2% 73
2020
Q2 		$3.65M Buy
70,397
+2,805
+4% +$156K 0.2% 77
2020
Q1 		$3.66M Sell
67,592
-5,371
-7% -$340K 0.25% 60
2019
Q4 		$4.65M Buy
+72,963
New +$4.52M 0.37% 56

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Orion Portfolio Solutions's SO Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Southern Company (SO) stake by 1.5% in Q1 2025, buying an estimated $342K and bringing the position to 274,222 shares worth $25.2M. The position accounts for 0.25% of the portfolio, ranked #75.

Orion Portfolio Solutions first reported a position in SO in Q4 2019 and has held it in 22 quarters since. 2,207 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Orion Portfolio Solutions held 274,222 shares of Southern Company worth $25.2M as of Q1 2025.
  • Orion Portfolio Solutions bought 3,955 Southern Company shares in Q1 2025, an estimated $342K.
  • Southern Company made up 0.25% of Orion Portfolio Solutions's portfolio in Q1 2025, its #75 holding.
  • Orion Portfolio Solutions first reported a position in Southern Company in Q4 2019 and has held it in 22 quarters since.
  • 2,207 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.