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FSC Wealth Advisors’s Southern Company SO Stock Holding History

FSC 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
Q2 		– Sell
-346
Closed -$31.9K – 219
2025
Q1 		$31.9K Buy
346
+2
+0.6% +$173 0.02% 140
2024
Q4 		$28.3K Sell
344
-6
-2% -$526 0.02% 143
2024
Q3 		$31.5K Buy
350
+3
+0.9% +$256 0.02% 135
2024
Q2 		$26.9K Hold
347
– – 0.02% 138
2024
Q1 		$24.9K Sell
347
-1
-0.3% -$69 0.02% 142
2023
Q4 		$24.4K Hold
348
– – 0.02% 142
2023
Q3 		$22.5K Buy
+348
New +$24.2K 0.02% 123

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FSC Wealth Advisors's SO Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Southern Company (SO) in Q2 2025, closing a stake of 346 shares — an estimated $31.9K sold.

FSC Wealth Advisors first reported a position in SO in Q3 2023 and held it in 7 quarters. The position peaked at $31.9K in Q1 2025. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • FSC Wealth Advisors reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 346 Southern Company shares in Q2 2025, an estimated $31.9K.
  • FSC Wealth Advisors first reported a position in Southern Company in Q3 2023 and held it in 7 quarters.
  • FSC Wealth Advisors's Southern Company position peaked at $31.9K in Q1 2025.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.