Forvis Mazars Wealth Advisors’s Southern Company SO Stock Holding History

Forvis Mazars Wealth Advisors’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 Q1	–	Sell	-22,123	Closed	-$1.82M	–	421
2024 Q4	$1.82M	Buy	22,123 +119	+0.5%	+$10.4K	0.04%	168
2024 Q3	$1.98M	Buy	+22,004	New	+$1.88M	0.05%	163
2023 Q2	–	Sell	-4,042	Closed	-$281K	–	423
2023 Q1	$281K	Buy	+4,042	New	+$272K	0.01%	346
2022 Q4	–	Sell	-15,724	Closed	-$1.07M	–	399
2022 Q3	$1.07M	Sell	15,724 -3,216	-17%	-$244K	0.04%	188
2022 Q2	$1.35M	Buy	18,940 +14,743	+351%	+$1.08M	0.05%	165
2022 Q1	$304K	Buy	4,197 +343	+9%	+$23.2K	0.01%	243
2021 Q4	$264K	Buy	+3,854	New	+$246K	0.01%	249

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Forvis Mazars Wealth Advisors's SO Position: Q1 2025 in Review

Forvis Mazars Wealth Advisors sold out of Southern Company (SO) in Q1 2025, closing a stake of 22,123 shares — an estimated $1.82M sold.

Forvis Mazars Wealth Advisors first reported a position in SO in Q4 2021 and held it in 7 quarters. The position peaked at $1.98M in Q3 2024. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

Forvis Mazars Wealth Advisors reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 22,123 Southern Company shares in Q1 2025, an estimated $1.82M.
Forvis Mazars Wealth Advisors first reported a position in Southern Company in Q4 2021 and held it in 7 quarters.
Forvis Mazars Wealth Advisors's Southern Company position peaked at $1.98M in Q3 2024.
2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.