Zimmer Partners’s Southern Company SO Stock Holding History

Zimmer Partners’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 Q2	–	Sell	-125,000	Closed	-$11.5M	–	204
2025 Q1	$11.5M	Buy	+125,000	New	+$10.8M	0.22%	78

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

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

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

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

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

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

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

Zimmer Partners's SO Position: Q1 2024 in Review

Zimmer Partners sold out of Southern Company (SO) in Q1 2024, closing a stake of 90,000 shares — an estimated $6.31M sold.

Zimmer Partners first reported a position in SO in Q2 2016 and held it in 25 quarters. The position peaked at $223M in Q4 2019. 1,823 funds tracked by Wall St. Rank hold SO as of Q1 2024.

Zimmer Partners reported no remaining Southern Company position as of Q1 2024 after selling out during the quarter.
Zimmer Partners sold 90,000 Southern Company shares in Q1 2024, an estimated $6.31M.
Zimmer Partners first reported a position in Southern Company in Q2 2016 and held it in 25 quarters.
Zimmer Partners's Southern Company position peaked at $223M in Q4 2019.
1,823 funds tracked by Wall St. Rank held Southern Company as of Q1 2024.

Based on Zimmer Partners's 13F filing for Q1 2024, filed 15 May 2024.