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Birchcreek Wealth Management’s Southern Company SO Stock Holding History

Birchcreek Wealth Management’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
2024
Q4 		– Sell
-2,836
Closed -$256K – 130
2024
Q3 		$256K Buy
2,836
+121
+4% +$10.3K 0.17% 99
2024
Q2 		$211K Buy
+2,715
New +$206K 0.12% 139
2021
Q1 		– Sell
-740
Closed -$45K – 260
2020
Q4 		$45K Buy
+740
New +$44.5K 0.04% 231

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Birchcreek Wealth Management's SO Position: Q4 2024 in Review

Birchcreek Wealth Management sold out of Southern Company (SO) in Q4 2024, closing a stake of 2,836 shares — an estimated $256K sold.

Birchcreek Wealth Management first reported a position in SO in Q4 2020 and held it in 3 quarters. The position peaked at $256K in Q3 2024. 2,120 funds tracked by Wall St. Rank hold SO as of Q4 2024.

  • Birchcreek Wealth Management reported no remaining Southern Company position as of Q4 2024 after selling out during the quarter.
  • Birchcreek Wealth Management sold 2,836 Southern Company shares in Q4 2024, an estimated $256K.
  • Birchcreek Wealth Management first reported a position in Southern Company in Q4 2020 and held it in 3 quarters.
  • Birchcreek Wealth Management's Southern Company position peaked at $256K in Q3 2024.
  • 2,120 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on Birchcreek Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.