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Geller Advisors’s Southern Company SO Stock Holding History

Geller 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
2024
Q4 		$312K Hold
3,791
– – 0.02% 194
2024
Q3 		$342K Buy
3,791
+171
+5% +$14.6K 0.02% 183
2024
Q2 		$281K Hold
3,620
– – 0.02% 215
2024
Q1 		$260K Buy
3,620
+64
+2% +$4.42K 0.02% 226
2023
Q4 		$249K Hold
3,556
– – 0.02% 231
2023
Q3 		$230K Buy
+3,556
New +$247K 0.03% 223

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

Geller Advisors's SO Position: Q4 2024 in Review

Geller Advisors held its Southern Company (SO) position steady in Q4 2024 at 3,791 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #194.

Geller Advisors first reported a position in SO in Q3 2023 and has held it in 6 quarters since. The position peaked at $342K in Q3 2024. 2,120 funds tracked by Wall St. Rank hold SO as of Q4 2024.

  • Geller Advisors held 3,791 shares of Southern Company worth $312K as of Q4 2024.
  • Geller Advisors left its Southern Company share count unchanged in Q4 2024.
  • Southern Company made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #194 holding.
  • Geller Advisors first reported a position in Southern Company in Q3 2023 and has held it in 6 quarters since.
  • Geller Advisors's Southern Company position peaked at $342K in Q3 2024.
  • 2,120 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.