Cassady Schiller Wealth Management’s Southern Company SO Stock Holding History

Cassady Schiller 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	$52.4K	Buy	637 +81	+15%	+$7.11K	0.02%	200
2024 Q3	$50.1K	Hold	556	–	–	0.02%	202
2024 Q2	$43.1K	Hold	556	–	–	0.02%	212
2024 Q1	$39.9K	Hold	556	–	–	0.02%	231
2023 Q4	$39K	Buy	556 +176	+46%	+$12.1K	0.02%	218
2023 Q3	$24.6K	Sell	380 -150	-28%	-$10.4K	0.01%	261
2023 Q2	$37.2K	Hold	530	–	–	0.02%	222
2023 Q1	$36.9K	Hold	530	–	–	0.02%	224
2022 Q4	$37.8K	Buy	+530	New	+$35.4K	0.02%	216
2022 Q1	–	Sell	-413	Closed	-$28K	–	523
2021 Q4	$28K	Buy	+413	New	+$26.3K	0.02%	248

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cassady Schiller Wealth Management's SO Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Southern Company (SO) stake by 15% in Q4 2024, buying an estimated $7.11K and bringing the position to 637 shares worth $52.4K. The position accounts for 0.02% of the portfolio, ranked #200.

Cassady Schiller Wealth Management first reported a position in SO in Q4 2021 and has held it in 10 quarters since. 2,120 funds tracked by Wall St. Rank hold SO as of Q4 2024.

Cassady Schiller Wealth Management held 637 shares of Southern Company worth $52.4K as of Q4 2024.
Cassady Schiller Wealth Management bought 81 Southern Company shares in Q4 2024, an estimated $7.11K.
Southern Company made up 0.02% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #200 holding.
Cassady Schiller Wealth Management first reported a position in Southern Company in Q4 2021 and has held it in 10 quarters since.
2,120 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.