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CarsonAllaria Wealth Management’s Southern Company SO Stock Holding History

CarsonAllaria 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
2025
Q1 		– Sell
-115
Closed -$9.54K – 371
2024
Q4 		$9.54K Sell
115
-100
-47% -$8.77K 0.01% 255
2024
Q3 		$19.4K Buy
215
+1
+0.5% +$85 0.01% 204
2024
Q2 		$16.6K Sell
214
-100
-32% -$7.58K 0.01% 208
2024
Q1 		$22.5K Sell
314
-354
-53% -$24.4K 0.01% 187
2023
Q4 		$46.9K Sell
668
-217
-25% -$14.9K 0.03% 117
2023
Q3 		$57.3K Hold
885
– – 0.05% 108
2023
Q2 		$62.2K Buy
885
+61
+7% +$4.38K 0.05% 103
2023
Q1 		$57.4K Buy
824
+355
+76% +$23.9K 0.05% 107
2022
Q4 		$34K Buy
469
+1
+0.2% +$67 0.03% 124
2022
Q3 		$32K Buy
468
+1
+0.2% +$76 0.03% 123
2022
Q2 		$33K Buy
467
+1
+0.2% +$73 0.03% 126
2022
Q1 		$34K Buy
466
+2
+0.4% +$135 0.03% 130
2021
Q4 		$32K Buy
+464
New +$29.6K 0.03% 144

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

CarsonAllaria Wealth Management's SO Position: Q1 2025 in Review

CarsonAllaria Wealth Management sold out of Southern Company (SO) in Q1 2025, closing a stake of 115 shares — an estimated $9.54K sold.

CarsonAllaria Wealth Management first reported a position in SO in Q4 2021 and held it in 13 quarters. The position peaked at $62.2K in Q2 2023. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • CarsonAllaria Wealth Management reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 115 Southern Company shares in Q1 2025, an estimated $9.54K.
  • CarsonAllaria Wealth Management first reported a position in Southern Company in Q4 2021 and held it in 13 quarters.
  • CarsonAllaria Wealth Management's Southern Company position peaked at $62.2K in Q2 2023.
  • 2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.