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Crowley Wealth Management’s Southern Company SO Stock Holding History

Crowley 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
Q4 		– Sell
-2,280
Closed -$216K – 295
2025
Q3 		$216K Hold
2,280
– – 0.17% 78
2025
Q2 		$209K Hold
2,280
– – 0.19% 69
2025
Q1 		$210K Sell
2,280
-200
-8% -$17.3K 0.2% 68
2024
Q4 		$204K Buy
+2,480
New +$218K 0.18% 70

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Crowley Wealth Management's SO Position: Q4 2025 in Review

Crowley Wealth Management sold out of Southern Company (SO) in Q4 2025, closing a stake of 2,280 shares — an estimated $216K sold.

Crowley Wealth Management first reported a position in SO in Q4 2024 and held it in 4 quarters. The position peaked at $216K in Q3 2025. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Crowley Wealth Management reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 2,280 Southern Company shares in Q4 2025, an estimated $216K.
  • Crowley Wealth Management first reported a position in Southern Company in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Southern Company position peaked at $216K in Q3 2025.
  • 2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.