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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
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 $3.38T AUM 44.17% 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

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

Congress Wealth Management reduced its Southern Company (SO) stake by 2.2% in Q2 2025, selling an estimated $60.6K and leaving 30,360 shares worth $2.79M. The position accounts for 0.03% of the portfolio, ranked #504.

Congress Wealth Management first reported a position in SO in Q4 2021 and has held it in 13 quarters since. The position peaked at $3.12M in Q3 2024. 2,184 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Congress Wealth Management held 30,360 shares of Southern Company worth $2.79M as of Q2 2025.
  • Congress Wealth Management sold 675 Southern Company shares in Q2 2025, an estimated $60.6K.
  • Southern Company made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #504 holding.
  • Congress Wealth Management first reported a position in Southern Company in Q4 2021 and has held it in 13 quarters since.
  • Congress Wealth Management's Southern Company position peaked at $3.12M in Q3 2024.
  • 2,184 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.