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Fulcrum Equity Management’s Southern Company SO Stock Holding History

Fulcrum Equity 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 		– Sell
-3,627
Closed -$327K – 152
2024
Q3 		$327K Sell
3,627
-365
-9% -$31.2K 0.28% 108
2024
Q2 		$310K Buy
3,992
+864
+28% +$65.5K 0.28% 105
2024
Q1 		$224K Hold
3,128
– – 0.26% 106
2023
Q4 		$219K Hold
3,128
– – 0.27% 89
2023
Q3 		$202K Buy
+3,128
New +$217K 0.24% 94

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fulcrum Equity Management's SO Position: Q4 2024 in Review

Fulcrum Equity Management sold out of Southern Company (SO) in Q4 2024, closing a stake of 3,627 shares — an estimated $327K sold.

Fulcrum Equity Management first reported a position in SO in Q3 2023 and held it in 5 quarters. The position peaked at $327K in Q3 2024. 2,120 funds tracked by Wall St. Rank hold SO as of Q4 2024.

  • Fulcrum Equity Management reported no remaining Southern Company position as of Q4 2024 after selling out during the quarter.
  • Fulcrum Equity Management sold 3,627 Southern Company shares in Q4 2024, an estimated $327K.
  • Fulcrum Equity Management first reported a position in Southern Company in Q3 2023 and held it in 5 quarters.
  • Fulcrum Equity Management's Southern Company position peaked at $327K in Q3 2024.
  • 2,120 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on Fulcrum Equity Management's 13F filing for Q4 2024, filed 24 Mar 2025.