Guardian Wealth Management (Illinois)’s Southern Company SO Stock Holding History

Guardian Wealth Management (Illinois)’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	-117	Closed	-$10.8K	–	183
2025 Q1	$10.8K	Hold	117	–	–	0.01%	156
2024 Q4	$9.6K	Buy	117 +1	+0.9%	+$88	0.01%	170
2024 Q3	$10.5K	Buy	116 +1	+0.9%	+$85	0.01%	167
2024 Q2	$8.9K	Buy	115 +1	+0.9%	+$76	0.01%	172
2024 Q1	$8.16K	Buy	114 +1	+0.9%	+$69	0.01%	174
2023 Q4	$7.89K	Buy	113 +2	+2%	+$137	0.01%	178
2023 Q3	$7.21K	Buy	111 +1	+0.9%	+$69	0.01%	172
2023 Q2	$7.75K	Buy	110 +1	+0.9%	+$72	0.01%	171
2023 Q1	$7.6K	Buy	109 +1	+0.9%	+$67	0.01%	176
2022 Q4	$7.72K	Buy	108 +1	+0.9%	+$67	0.01%	183
2022 Q3	$7K	Buy	107 +1	+0.9%	+$76	0.01%	177
2022 Q2	$8K	Buy	106 +1	+1%	+$73	0.01%	168
2022 Q1	$8K	Buy	105 +1	+1%	+$68	0.01%	182
2021 Q4	$7K	Buy	+104	New	+$6.63K	0.01%	181

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

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Guardian Wealth Management (Illinois)'s SO Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Southern Company (SO) in Q2 2025, closing a stake of 117 shares — an estimated $10.8K sold.

Guardian Wealth Management (Illinois) first reported a position in SO in Q4 2021 and held it in 14 quarters. The position peaked at $10.8K in Q1 2025. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 117 Southern Company shares in Q2 2025, an estimated $10.8K.
Guardian Wealth Management (Illinois) first reported a position in Southern Company in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s Southern Company position peaked at $10.8K in Q1 2025.
2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.