CWM
SO icon

Centricity Wealth Management’s Southern Company SO Stock Holding History

Centricity 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
Q2 		$16.5K Hold
180
– – 0.01% 280
2025
Q1 		$16.6K Hold
180
– – 0.02% 269
2024
Q4 		$14.8K Buy
+180
New +$15.8K 0.01% 283

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Centricity Wealth Management's SO Position: Q2 2025 in Review

Centricity Wealth Management held its Southern Company (SO) position steady in Q2 2025 at 180 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #280.

Centricity Wealth Management first reported a position in SO in Q4 2024 and has held it in 3 quarters since. The position peaked at $16.6K in Q1 2025. 2,182 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Centricity Wealth Management held 180 shares of Southern Company worth $16.5K as of Q2 2025.
  • Centricity Wealth Management left its Southern Company share count unchanged in Q2 2025.
  • Southern Company made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #280 holding.
  • Centricity Wealth Management first reported a position in Southern Company in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Southern Company position peaked at $16.6K in Q1 2025.
  • 2,182 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.