Executive Wealth Management’s Southern Company SO Stock Holding History

Executive 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
2024 Q4	$8.47M	Buy	102,859 +23,050	+29%	+$2.02M	0.66%	47
2024 Q3	$7.2M	Buy	+79,809	New	+$6.82M	0.56%	59
2024 Q2	–	Sell	-79,978	Closed	-$5.69M	–	228
2024 Q1	$5.69M	Sell	79,978 -1,116	-1%	-$77K	0.5%	71
2023 Q4	$5.69M	Buy	+81,094	New	+$5.57M	0.54%	65
2019 Q3	–	Sell	-853	Closed	-$47K	–	684
2019 Q2	$47K	Sell	853 -248	-23%	-$13.3K	0.01%	307
2019 Q1	$57K	Hold	1,101	–	–	0.01%	246
2018 Q4	$48K	Buy	+1,101	New	+$50.1K	0.01%	287

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Executive Wealth Management's SO Position: Q4 2024 in Review

Executive Wealth Management increased its Southern Company (SO) stake by 29% in Q4 2024, buying an estimated $2.02M and bringing the position to 102,859 shares worth $8.47M. The position accounts for 0.66% of the portfolio, ranked #47.

Executive Wealth Management first reported a position in SO in Q4 2018 and has held it in 7 quarters since. 2,120 funds tracked by Wall St. Rank hold SO as of Q4 2024.

Executive Wealth Management held 102,859 shares of Southern Company worth $8.47M as of Q4 2024.
Executive Wealth Management bought 23,050 Southern Company shares in Q4 2024, an estimated $2.02M.
Southern Company made up 0.66% of Executive Wealth Management's portfolio in Q4 2024, its #47 holding.
Executive Wealth Management first reported a position in Southern Company in Q4 2018 and has held it in 7 quarters since.
2,120 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.