Congress Wealth Management’s Southern Company SO Stock Holding History

Congress 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	$2.79M	Sell	30,360 -675	-2%	-$60.6K	0.03%	504
2025 Q1	$2.83M	Buy	31,035 +13,438	+76%	+$1.16M	0.03%	429
2024 Q4	$1.45M	Sell	17,597 -16,953	-49%	-$1.49M	0.02%	460
2024 Q3	$3.12M	Buy	34,550 +31,110	+904%	+$2.66M	0.04%	363
2024 Q2	$267K	Sell	3,440 -135	-4%	-$10.2K	﹤0.01%	640
2024 Q1	$257K	Sell	3,575 -2,519	-41%	-$174K	﹤0.01%	529
2023 Q4	$427K	Buy	6,094 +2,895	+90%	+$199K	0.01%	487
2023 Q3	$207K	Buy	+3,199	New	+$222K	﹤0.01%	578
2023 Q2	–	Sell	-3,121	Closed	-$217K	–	573
2023 Q1	$217K	Buy	3,121 +188	+6%	+$12.7K	0.01%	529
2022 Q4	$209K	Buy	+2,933	New	+$196K	0.01%	530
2022 Q3	–	Sell	-3,904	Closed	-$278K	–	564
2022 Q2	$278K	Buy	3,904 +964	+33%	+$70.8K	0.01%	489
2022 Q1	$213K	Sell	2,940 -132	-4%	-$8.94K	﹤0.01%	570
2021 Q4	$211K	Buy	+3,072	New	+$196K	﹤0.01%	585

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

JP Morgan Chase

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

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

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 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