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Stanley-Laman Group’s Southern Company SO Stock Holding History

Stanley-Laman Group’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
-4,058
Closed -$373K – 310
2025
Q2 		$373K Buy
4,058
+573
+16% +$51.5K 0.06% 212
2025
Q1 		$320K Sell
3,485
-49
-1% -$4.24K 0.05% 230
2024
Q4 		$291K Buy
3,534
+288
+9% +$25.3K 0.04% 245
2024
Q3 		$293K Buy
3,246
+119
+4% +$10.2K 0.04% 240
2024
Q2 		$243K Hold
3,127
– – 0.03% 252
2024
Q1 		$224K Hold
3,127
– – 0.03% 239
2023
Q4 		$219K Buy
+3,127
New +$215K 0.03% 222
2022
Q3 		– Sell
-3,172
Closed -$226K – 288
2022
Q2 		$226K Buy
+3,172
New +$233K 0.04% 233
2016
Q2 		– Sell
-28,791
Closed -$1.49M – 328
2016
Q1 		$1.49M Sell
28,791
-57,415
-67% -$2.8M 0.28% 87
2015
Q4 		$4.03M Buy
+86,206
New +$3.91M 0.69% 42

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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