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Peachtree Investment Partners’s Southern Company SO Stock Holding History

Peachtree Investment 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
-2,202
Closed -$203K – 131
2025
Q1 		$203K Buy
+2,202
New +$191K 0.08% 90
2022
Q4 		– Sell
-5,270
Closed -$358K – 102
2022
Q3 		$358K Buy
5,270
+1,350
+34% +$102K 0.24% 48
2022
Q2 		$280K Buy
+3,920
New +$288K 0.17% 62

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 $138M AUM 28.86% 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

Peachtree Investment Partners's SO Position: Q2 2025 in Review

Peachtree Investment Partners sold out of Southern Company (SO) in Q2 2025, closing a stake of 2,202 shares — an estimated $203K sold.

Peachtree Investment Partners first reported a position in SO in Q2 2022 and held it in 3 quarters. The position peaked at $358K in Q3 2022. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Peachtree Investment Partners reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
  • Peachtree Investment Partners sold 2,202 Southern Company shares in Q2 2025, an estimated $203K.
  • Peachtree Investment Partners first reported a position in Southern Company in Q2 2022 and held it in 3 quarters.
  • Peachtree Investment Partners's Southern Company position peaked at $358K in Q3 2022.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Peachtree Investment Partners's 13F filing for Q2 2025, filed 12 Aug 2025.