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C2C Wealth Management’s Southern Company SO Stock Holding History

C2C 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
2023
Q4 		– Sell
-182,246
Closed -$11.4M – 212
2023
Q3 		$11.4M Hold
182,246
– – 1.61% 3
2023
Q2 		$12.9M Sell
182,246
-7,240
-4% -$519K 1.7% 3
2023
Q1 		$13.7M Sell
189,486
-100
-0.1% -$6.73K 2.2% 3
2022
Q4 		$12.7M Hold
189,586
– – 2.19% 2
2022
Q3 		$13.4M Sell
189,586
-13,265
-7% -$1M 2.62% 3
2022
Q2 		$14.6M Hold
202,851
– – 2.67% 2
2022
Q1 		$15.6M Hold
202,851
– – 2.65% 3
2021
Q4 		$13.9M Buy
+202,851
New +$12.9M 2% 3

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

C2C Wealth Management's SO Position: Q4 2023 in Review

C2C Wealth Management sold out of Southern Company (SO) in Q4 2023, closing a stake of 182,246 shares — an estimated $11.4M sold.

C2C Wealth Management first reported a position in SO in Q4 2021 and held it in 8 quarters. The position peaked at $15.6M in Q1 2022. 1,837 funds tracked by Wall St. Rank hold SO as of Q4 2023.

  • C2C Wealth Management reported no remaining Southern Company position as of Q4 2023 after selling out during the quarter.
  • C2C Wealth Management sold 182,246 Southern Company shares in Q4 2023, an estimated $11.4M.
  • C2C Wealth Management first reported a position in Southern Company in Q4 2021 and held it in 8 quarters.
  • C2C Wealth Management's Southern Company position peaked at $15.6M in Q1 2022.
  • 1,837 funds tracked by Wall St. Rank held Southern Company as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.