FWM
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Forefront Wealth Management’s Southern Company SO Stock Holding History

Forefront 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 		$251K Buy
2,880
+3
+0.1% +$274 0.18% 56
2025
Q3 		$273K Buy
2,877
+3
+0.1% +$280 0.2% 53
2025
Q2 		$264K Buy
2,874
+2
+0.1% +$180 0.21% 49
2025
Q1 		$264K Sell
2,872
-41
-1% -$3.55K 0.24% 44
2024
Q4 		$240K Buy
+2,913
New +$256K 0.22% 45
2023
Q3 		– Sell
-2,951
Closed -$207K – 43
2023
Q2 		$207K Buy
2,951
+3
+0.1% +$215 0.27% 40
2023
Q1 		$205K Buy
2,948
+4
+0.1% +$269 0.27% 41
2022
Q4 		$210K Buy
2,944
+3
+0.1% +$201 0.28% 41
2022
Q3 		$200K Buy
2,941
+2
+0.1% +$152 0.28% 44
2022
Q2 		$210K Buy
2,939
+3
+0.1% +$220 0.28% 43
2022
Q1 		$213K Buy
2,936
+3
+0.1% +$203 0.21% 49
2021
Q4 		$201K Buy
+2,933
New +$187K 0.19% 54

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return