Bellwether Advisors’s Southern Company SO Stock Holding History

Bellwether 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 Q3	–	Sell	-25	Closed	-$2.3K	–	503
2025 Q2	$2.3K	Hold	25	–	–	﹤0.01%	487
2025 Q1	$2.3K	Hold	25	–	–	﹤0.01%	426
2024 Q4	$2.06K	Buy	+25	New	+$2.19K	﹤0.01%	443
2023 Q2	–	Sell	-776	Closed	-$54K	–	398
2023 Q1	$54K	Sell	776 -10,988	-93%	-$740K	0.01%	187
2022 Q4	$840K	Sell	11,764 -20,367	-63%	-$1.36M	0.24%	73
2022 Q3	$2.18M	Buy	32,131 +32,087	+72,925%	+$2.43M	0.72%	34
2022 Q2	$3K	Sell	44 -262	-86%	-$19.2K	﹤0.01%	321
2022 Q1	$22K	Sell	306 -1,401	-82%	-$94.9K	0.01%	248
2021 Q4	$117K	Buy	1,707 +1,401	+458%	+$89.3K	0.04%	148
2021 Q3	$18K	Buy	+306	New	+$19.7K	0.01%	258

Other funds holding SO

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates

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

Geode Capital Management

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

Fidelity Investments

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

Massachusetts Financial Services

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

Capital International Investors

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