BWM
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Baron Wealth Management’s Southern Company SO Stock Holding History

Baron Wealth Management’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$291K Buy
3,174
+386
+14% +$35.4K 0.1% 145
2025
Q1 		$256K Buy
+2,788
New +$256K 0.11% 152