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Principal Street Partners’s Southern Company SO Stock Holding History

Principal Street 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
Q3 		– Sell
-3,578
Closed -$329K – 351
2025
Q2 		$329K Buy
+3,578
New +$321K 0.03% 257
2024
Q4 		– Sell
-3,424
Closed -$290K – 252
2024
Q3 		$290K Buy
+3,424
New +$292K 0.05% 177
2023
Q3 		– Sell
-8,487
Closed -$596K – 229
2023
Q2 		$596K Buy
8,487
+1,332
+19% +$95.5K 0.14% 103
2023
Q1 		$498K Sell
7,155
-25
-0.3% -$1.68K 0.13% 117
2022
Q4 		$513K Buy
7,180
+176
+3% +$11.8K 0.13% 118
2022
Q3 		$477K Buy
7,004
+52
+0.7% +$3.94K 0.13% 126
2022
Q2 		$496K Buy
6,952
+44
+0.6% +$3.23K 0.13% 124
2022
Q1 		$501K Buy
6,908
+124
+2% +$8.4K 0.11% 141
2021
Q4 		$465K Buy
6,784
+552
+9% +$35.2K 0.11% 144
2021
Q3 		$387K Sell
6,232
-160
-3% -$10.3K 0.11% 138
2021
Q2 		$387K Sell
6,392
-4,278
-40% -$274K 0.1% 144
2021
Q1 		$663K Buy
10,670
+3,687
+53% +$221K 0.09% 150
2020
Q4 		$429K Sell
6,983
-287
-4% -$17.3K 0.13% 114
2020
Q3 		$395K Buy
7,270
+202
+3% +$10.8K 0.14% 105
2020
Q2 		$366K Sell
7,068
-1,061
-13% -$59K 0.14% 95
2020
Q1 		$440K Sell
8,129
-9,496
-54% -$602K 0.18% 81
2019
Q4 		$1.12M Buy
17,625
+4,936
+39% +$306K 0.25% 71
2019
Q3 		$784K Buy
12,689
+8,681
+217% +$503K 0.2% 84
2019
Q2 		$222K Buy
+4,008
New +$215K 0.12% 129

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
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
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return