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Readystate Asset Management’s Southern Company SO Stock Holding History

Readystate Asset Management’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
2026
Q1 		$859K Buy
+8,900
New +$823K 0.04% 265
2024
Q4 		– Sell
-79,700
Closed -$7.19M – 719
2024
Q3 		$7.19M Buy
+79,700
New +$6.81M 0.13% 266
2024
Q2 		– Sell
-56,200
Closed -$4.03M – 1046
2024
Q1 		$4.03M Buy
+56,200
New +$3.88M 0.06% 407
2023
Q2 		– Sell
-4,900
Closed -$341K – 408
2023
Q1 		$341K Buy
+4,900
New +$330K 0.03% 171

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JP Morgan Chase
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T. Rowe Price Associates
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return