Wright Investors Service’s Southern Company SO Stock Holding History

Wright Investors Service’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	-5,654	Closed	-$465K	–	151
2024 Q4	$465K	Sell	5,654 -4,914	-46%	-$431K	0.15%	115
2024 Q3	$953K	Sell	10,568 -213	-2%	-$18.2K	0.25%	101
2024 Q2	$836K	Sell	10,781 -35	-0.3%	-$2.65K	0.22%	113
2024 Q1	$776K	Sell	10,816 -323	-3%	-$22.3K	0.2%	113
2023 Q4	$781K	Sell	11,139 -2,199	-16%	-$151K	0.22%	107
2023 Q3	$863K	Sell	13,338 -636	-5%	-$44.1K	0.25%	95
2023 Q2	$982K	Sell	13,974 -11,664	-45%	-$836K	0.28%	95
2023 Q1	$1.78M	Buy	+25,638	New	+$1.73M	0.51%	71

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

Wright Investors Service's SO Position: Q1 2025 in Review

Wright Investors Service sold out of Southern Company (SO) in Q1 2025, closing a stake of 5,654 shares — an estimated $465K sold.

Wright Investors Service first reported a position in SO in Q1 2023 and held it in 8 quarters. The position peaked at $1.78M in Q1 2023. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

Wright Investors Service reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
Wright Investors Service sold 5,654 Southern Company shares in Q1 2025, an estimated $465K.
Wright Investors Service first reported a position in Southern Company in Q1 2023 and held it in 8 quarters.
Wright Investors Service's Southern Company position peaked at $1.78M in Q1 2023.
2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Wright Investors Service's 13F filing for Q1 2025, filed 9 Apr 2025.