Versor Investments’s Southern Company SO Stock Holding History

Versor Investments’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	-2,660	Closed	-$219K	–	936
2024 Q4	$219K	Buy	+2,660	New	+$233K	0.04%	673
2024 Q2	–	Sell	-21,400	Closed	-$1.54M	–	917
2024 Q1	$1.54M	Buy	+21,400	New	+$1.48M	0.31%	58
2023 Q1	–	Sell	-10,800	Closed	-$771K	–	867
2022 Q4	$771K	Sell	10,800 -36,200	-77%	-$2.42M	0.07%	216
2022 Q3	$3.2M	Buy	+47,000	New	+$3.56M	0.19%	44
2022 Q2	–	Sell	-9,529	Closed	-$691K	–	912
2022 Q1	$691K	Buy	9,529 +5,629	+144%	+$381K	0.03%	230
2021 Q4	$267K	Buy	+3,900	New	+$249K	0.01%	432
2020 Q2	–	Sell	-18,900	Closed	-$1.02M	–	283
2020 Q1	$1.02M	Sell	18,900 -15,600	-45%	-$988K	0.07%	47
2019 Q4	$2.2M	Buy	+34,500	New	+$2.14M	0.11%	64
2018 Q4	–	Sell	-21,000	Closed	-$916K	–	315
2018 Q3	$916K	Buy	21,000 +9,000	+75%	+$415K	0.34%	89
2018 Q2	$556K	Buy	+12,000	New	+$537K	0.19%	156

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Versor Investments's SO Position: Q1 2025 in Review

Versor Investments sold out of Southern Company (SO) in Q1 2025, closing a stake of 2,660 shares — an estimated $219K sold.

Versor Investments first reported a position in SO in Q2 2018 and held it in 10 quarters. The position peaked at $3.2M in Q3 2022. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

Versor Investments reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
Versor Investments sold 2,660 Southern Company shares in Q1 2025, an estimated $219K.
Versor Investments first reported a position in Southern Company in Q2 2018 and held it in 10 quarters.
Versor Investments's Southern Company position peaked at $3.2M in Q3 2022.
2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Versor Investments's 13F filing for Q1 2025, filed 13 May 2025.