Bowman & Company’s Southern Company SO Stock Holding History

Bowman & Company’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	-2,250	Closed	-$203K	–	108
2024 Q3	$203K	Buy	+2,250	New	+$192K	0.11%	99

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Bowman & Company's SO Position: Q4 2024 in Review

Bowman & Company sold out of Southern Company (SO) in Q4 2024, closing a stake of 2,250 shares — an estimated $203K sold.

Bowman & Company first reported a position in SO in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 2,120 funds tracked by Wall St. Rank hold SO as of Q4 2024.

Bowman & Company reported no remaining Southern Company position as of Q4 2024 after selling out during the quarter.
Bowman & Company sold 2,250 Southern Company shares in Q4 2024, an estimated $203K.
Bowman & Company first reported a position in Southern Company in Q3 2024 and held it in 1 quarter.
Bowman & Company's Southern Company position peaked at $203K in Q3 2024.
2,120 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on Bowman & Company's 13F filing for Q4 2024, filed 15 Jan 2025.