CWC
SO icon

Carolinas Wealth Consulting’s Southern Company SO Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-5,173
Closed -$476K – 801
2025
Q1 		$476K Buy
5,173
+41
+0.8% +$3.55K 0.1% 106
2024
Q4 		$422K Buy
5,132
+19
+0.4% +$1.67K 0.08% 118
2024
Q3 		$461K Buy
5,113
+16
+0.3% +$1.37K 0.08% 119
2024
Q2 		$395K Buy
5,097
+3,913
+330% +$297K 0.08% 122
2024
Q1 		$84.9K Sell
1,184
-47,975
-98% -$3.31M 0.02% 292
2023
Q4 		$150K Sell
49,159
-32
-0.1% -$2.2K 0.03% 187
2023
Q3 		$148K Buy
49,191
+2
+0% +$139 0.04% 180
2023
Q2 		$152K Sell
49,189
-71
-0.1% -$5.09K 0.03% 202
2023
Q1 		$156K Sell
49,260
-103
-0.2% -$6.93K 0.03% 202
2022
Q4 		$166K Buy
49,363
+96
+0.2% +$6.42K 0.04% 183
2022
Q3 		$154K Sell
49,267
-90
-0.2% -$6.82K 0.04% 176
2022
Q2 		$166K Buy
49,357
+47,515
+2,580% +$3.49M 0.04% 179
2022
Q1 		$134K Sell
1,842
-838
-31% -$56.8K 0.03% 218
2021
Q4 		$184K Buy
2,680
+8
+0.3% +$510 0.04% 181
2021
Q3 		$166K Buy
2,672
+7
+0.3% +$451 0.04% 178
2021
Q2 		$161K Sell
2,665
-653
-20% -$41.8K 0.04% 195
2021
Q1 		$206K Sell
3,318
-690
-17% -$41.3K 0.05% 160
2020
Q4 		$246K Buy
4,008
+242
+6% +$14.5K 0.07% 131
2020
Q3 		$204K Sell
3,766
-57
-1% -$3.05K 0.07% 127
2020
Q2 		$198K Buy
3,823
+8
+0.2% +$445 0.08% 106
2020
Q1 		$206K Buy
+3,815
New +$242K 0.11% 95

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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Carolinas Wealth Consulting's SO Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Southern Company (SO) in Q2 2025, closing a stake of 5,173 shares — an estimated $476K sold.

Carolinas Wealth Consulting first reported a position in SO in Q1 2020 and held it in 21 quarters. The position peaked at $476K in Q1 2025. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 5,173 Southern Company shares in Q2 2025, an estimated $476K.
  • Carolinas Wealth Consulting first reported a position in Southern Company in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's Southern Company position peaked at $476K in Q1 2025.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.