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Valley Financial Group’s Southern Company SO Stock Holding History

Valley Financial 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
Q1 		– Sell
-2,724
Closed -$224K – 60
2024
Q4 		$224K Buy
+2,724
New +$239K 0.16% 55

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

Valley Financial Group's SO Position: Q1 2025 in Review

Valley Financial Group sold out of Southern Company (SO) in Q1 2025, closing a stake of 2,724 shares — an estimated $224K sold.

Valley Financial Group first reported a position in SO in Q4 2024 and held it in 1 quarter. The position peaked at $224K in Q4 2024. 2,201 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Valley Financial Group reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
  • Valley Financial Group sold 2,724 Southern Company shares in Q1 2025, an estimated $224K.
  • Valley Financial Group first reported a position in Southern Company in Q4 2024 and held it in 1 quarter.
  • Valley Financial Group's Southern Company position peaked at $224K in Q4 2024.
  • 2,201 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Valley Financial Group's 13F filing for Q1 2025, filed 14 May 2025.