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Buck Wealth Strategies’s Southern Company SO Stock Holding History

Buck Wealth Strategies’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
-9,421
Closed -$776K – 134
2024
Q4 		$776K Buy
9,421
+3,797
+68% +$333K 0.16% 54
2024
Q3 		$507K Sell
5,624
-3,042
-35% -$260K 0.16% 50
2024
Q2 		$672K Sell
8,666
-89,961
-91% -$6.82M 0.2% 50
2024
Q1 		$7.08M Buy
98,627
+90,627
+1,133% +$6.26M 2.43% 13
2023
Q4 		$561K Sell
8,000
-282
-3% -$19.4K 0.21% 48
2023
Q3 		$536K Buy
8,282
+7,407
+847% +$514K 0.22% 53
2023
Q2 		$61.5K Buy
+875
New +$62.8K 0.03% 74
2022
Q3 		$201K Buy
+3,109
New +$236K 0.09% 56

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Buck Wealth Strategies's SO Position: Q1 2025 in Review

Buck Wealth Strategies sold out of Southern Company (SO) in Q1 2025, closing a stake of 9,421 shares — an estimated $776K sold.

Buck Wealth Strategies first reported a position in SO in Q3 2022 and held it in 8 quarters. The position peaked at $7.08M in Q1 2024. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Buck Wealth Strategies reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
  • Buck Wealth Strategies sold 9,421 Southern Company shares in Q1 2025, an estimated $776K.
  • Buck Wealth Strategies first reported a position in Southern Company in Q3 2022 and held it in 8 quarters.
  • Buck Wealth Strategies's Southern Company position peaked at $7.08M in Q1 2024.
  • 2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Buck Wealth Strategies's 13F filing for Q1 2025, filed 22 Apr 2025.