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Gray Wealth Management’s Southern Company SO Stock Holding History

Gray 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
2024
Q4 		$246K Sell
2,988
-8
-0.3% -$702 0.09% 113
2024
Q3 		$270K Buy
2,996
+16
+0.5% +$1.37K 0.11% 106
2024
Q2 		$231K Buy
2,980
+4
+0.1% +$303 0.1% 119
2024
Q1 		$213K Sell
2,976
-75
-2% -$5.18K 0.1% 131
2023
Q4 		$214K Sell
3,051
-306
-9% -$21K 0.1% 121
2023
Q3 		$217K Sell
3,357
-248
-7% -$17.2K 0.11% 116
2023
Q2 		$253K Buy
3,605
+5
+0.1% +$359 0.13% 102
2023
Q1 		$250K Buy
3,600
+5
+0.1% +$337 0.14% 102
2022
Q4 		$257K Buy
3,595
+4
+0.1% +$267 0.15% 96
2022
Q3 		$244K Buy
3,591
+4
+0.1% +$303 0.16% 90
2022
Q2 		$256K Buy
3,587
+4
+0.1% +$294 0.16% 89
2022
Q1 		$260K Buy
3,583
+5
+0.1% +$339 0.13% 98
2021
Q4 		$245K Buy
3,578
+4
+0.1% +$255 0.12% 106
2021
Q3 		$222K Buy
3,574
+4
+0.1% +$258 0.12% 109
2021
Q2 		$216K Sell
3,570
-126
-3% -$8.06K 0.12% 112
2021
Q1 		$230K Buy
3,696
+200
+6% +$12K 0.15% 100
2020
Q4 		$214K Buy
+3,496
New +$210K 0.15% 102

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

Gray Wealth Management's SO Position: Q4 2024 in Review

Gray Wealth Management reduced its Southern Company (SO) stake by 0.27% in Q4 2024, selling an estimated $702 and leaving 2,988 shares worth $246K. The position accounts for 0.09% of the portfolio, ranked #113.

Gray Wealth Management first reported a position in SO in Q4 2020 and has held it in 17 quarters since. The position peaked at $270K in Q3 2024. 2,120 funds tracked by Wall St. Rank hold SO as of Q4 2024.

  • Gray Wealth Management held 2,988 shares of Southern Company worth $246K as of Q4 2024.
  • Gray Wealth Management sold 8 Southern Company shares in Q4 2024, an estimated $702.
  • Southern Company made up 0.09% of Gray Wealth Management's portfolio in Q4 2024, its #113 holding.
  • Gray Wealth Management first reported a position in Southern Company in Q4 2020 and has held it in 17 quarters since.
  • Gray Wealth Management's Southern Company position peaked at $270K in Q3 2024.
  • 2,120 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.