AmeriServ Wealth Advisors’s Southern Company SO Stock Holding History

AmeriServ Wealth Advisors’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	-2,711	Closed	-$223K	–	72
2024 Q4	$223K	Buy	+2,711	New	+$238K	0.12%	59
2019 Q3	$250K	Buy	4,050 +205	+5%	+$11.9K	0.34%	54
2019 Q2	$213K	Buy	+3,845	New	+$206K	0.28%	64
2016 Q4	–	Sell	-3,924	Closed	-$201K	–	67
2016 Q3	$201K	Buy	+3,924	New	+$207K	0.25%	66
2015 Q4	–	Sell	-5,023	Closed	-$225K	–	52
2015 Q3	$225K	Sell	5,023 -322	-6%	-$14.1K	0.43%	52
2015 Q2	$224K	Sell	5,345 -1,539	-22%	-$67.1K	0.26%	79
2015 Q1	$305K	Sell	6,884 -6,447	-48%	-$306K	0.35%	61
2014 Q4	$655K	Buy	13,331 +205	+2%	+$9.68K	0.64%	40
2014 Q3	$573K	Sell	13,126 -753	-5%	-$33.1K	0.99%	37
2014 Q2	$630K	Buy	13,879 +99	+0.7%	+$4.38K	0.68%	38
2014 Q1	$606K	Sell	13,780 -1,165	-8%	-$48.8K	0.61%	51
2013 Q4	$614K	Sell	14,945 -1,394	-9%	-$57.5K	0.37%	82
2013 Q3	$673K	Sell	16,339 -58	-0.4%	-$2.5K	0.43%	72
2013 Q2	$724K	Buy	+16,397	New	+$754K	0.47%	63

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

AmeriServ Wealth Advisors's SO Position: Q1 2025 in Review

AmeriServ Wealth Advisors sold out of Southern Company (SO) in Q1 2025, closing a stake of 2,711 shares — an estimated $223K sold.

AmeriServ Wealth Advisors first reported a position in SO in Q2 2013 and held it in 14 quarters. The position peaked at $724K in Q2 2013. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

AmeriServ Wealth Advisors reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
AmeriServ Wealth Advisors sold 2,711 Southern Company shares in Q1 2025, an estimated $223K.
AmeriServ Wealth Advisors first reported a position in Southern Company in Q2 2013 and held it in 14 quarters.
AmeriServ Wealth Advisors's Southern Company position peaked at $724K in Q2 2013.
2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.