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Schechter Investment Advisors’s Southern Company SO Stock Holding History

Schechter Investment Advisors’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 		$1.78M Sell
19,305
-2,630
-12% -$228K 0.15% 134
2024
Q4 		$1.81M Sell
21,935
-1,084
-5% -$95.1K 0.14% 140
2024
Q3 		$2.08M Sell
23,019
-54
-0.2% -$4.61K 0.15% 129
2024
Q2 		$1.79M Buy
23,073
+10,415
+82% +$789K 0.13% 139
2024
Q1 		$908K Buy
12,658
+577
+5% +$39.8K 0.07% 263
2023
Q4 		$847K Buy
12,081
+407
+3% +$27.9K 0.07% 259
2023
Q3 		$756K Buy
11,674
+1,237
+12% +$85.9K 0.07% 268
2023
Q2 		$733K Buy
10,437
+2,063
+25% +$148K 0.07% 308
2023
Q1 		$583K Buy
8,374
+595
+8% +$40.1K 0.05% 376
2022
Q4 		$555K Buy
7,779
+343
+5% +$22.9K 0.05% 476
2022
Q3 		$505K Buy
7,436
+488
+7% +$37K 0.05% 506
2022
Q2 		$495K Buy
6,948
+1,195
+21% +$87.7K 0.05% 532
2022
Q1 		$417K Buy
5,753
+612
+12% +$41.4K 0.04% 589
2021
Q4 		$352K Buy
+5,141
New +$328K 0.03% 625

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

Schechter Investment Advisors's SO Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Southern Company (SO) stake by 12% in Q1 2025, selling an estimated $228K and leaving 19,305 shares worth $1.78M. The position accounts for 0.15% of the portfolio, ranked #134.

Schechter Investment Advisors first reported a position in SO in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.08M in Q3 2024. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Schechter Investment Advisors held 19,305 shares of Southern Company worth $1.78M as of Q1 2025.
  • Schechter Investment Advisors sold 2,630 Southern Company shares in Q1 2025, an estimated $228K.
  • Southern Company made up 0.15% of Schechter Investment Advisors's portfolio in Q1 2025, its #134 holding.
  • Schechter Investment Advisors first reported a position in Southern Company in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Southern Company position peaked at $2.08M in Q3 2024.
  • 2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.