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Campbell Wealth Management’s Southern Company SO Stock Holding History

Campbell 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 		$221K Buy
+2,688
New +$236K 0.02% 85
2024
Q2 		– Sell
-3,278
Closed -$235K – 90
2024
Q1 		$235K Buy
+3,278
New +$226K 0.02% 80
2023
Q4 		– Sell
-3,260
Closed -$211K – 75
2023
Q3 		$211K Buy
3,260
+9
+0.3% +$625 0.03% 72
2023
Q2 		$228K Buy
3,251
+9
+0.3% +$645 0.03% 63
2023
Q1 		$226K Sell
3,242
-48
-1% -$3.23K 0.03% 66
2022
Q4 		$235K Buy
3,290
+35
+1% +$2.34K 0.03% 64
2022
Q3 		$221K Buy
+3,255
New +$247K 0.03% 68
2022
Q2 		– Sell
-3,316
Closed -$240K – 73
2022
Q1 		$240K Buy
3,316
+9
+0.3% +$610 0.03% 66
2021
Q4 		$227K Sell
3,307
-136
-4% -$8.67K 0.03% 72
2021
Q3 		$213K Buy
3,443
+9
+0.3% +$579 0.03% 71
2021
Q2 		$208K Buy
3,434
+10
+0.3% +$640 0.03% 66
2021
Q1 		$213K Buy
3,424
+81
+2% +$4.85K 0.03% 64
2020
Q4 		$205K Buy
+3,343
New +$201K 0.03% 64
2020
Q3 		– Sell
-1,552
Closed -$80K – 297
2020
Q2 		$80K Buy
+1,552
New +$86.3K 0.01% 108

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

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

Campbell Wealth Management opened a new position in Southern Company (SO) in Q4 2024: 2,688 shares worth $221K. The stake represents 0.02% of the portfolio and ranks #85 among its holdings. This is a return to the name: Campbell Wealth Management previously reported a position in SO as recently as Q1 2024.

Campbell Wealth Management first reported a position in SO in Q2 2020 and has held it in 14 quarters since. The position peaked at $240K in Q1 2022. 2,120 funds tracked by Wall St. Rank hold SO as of Q4 2024.

  • Campbell Wealth Management held 2,688 shares of Southern Company worth $221K as of Q4 2024.
  • Southern Company was a new Campbell Wealth Management position in Q4 2024.
  • Southern Company made up 0.02% of Campbell Wealth Management's portfolio in Q4 2024, its #85 holding.
  • Campbell Wealth Management first reported a position in Southern Company in Q2 2020 and has held it in 14 quarters since.
  • Campbell Wealth Management's Southern Company position peaked at $240K in Q1 2022.
  • 2,120 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.