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Cerro Pacific Wealth Advisors’s Southern Company SO Stock Holding History

Cerro Pacific Wealth Advisors’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$870K Buy
9,470
+3,559
+60% +$327K 0.24% 75
2025
Q1 		$487K Buy
5,911
+822
+16% +$67.7K 0.16% 104
2024
Q4 		$459K Buy
+5,089
New +$459K 0.15% 104