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Householder Group Estate & Retirement Specialist’s Southern Company SO Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$71K Sell
870
-725
-45% -$63.6K 0.05% 188
2024
Q3 		$143K Buy
1,595
+7
+0.4% +$598 0.04% 304
2024
Q2 		$123K Hold
1,588
– – 0.03% 313
2024
Q1 		$114K Sell
1,588
-60
-4% -$4.14K 0.03% 325
2023
Q4 		$115K Buy
1,648
+551
+50% +$37.8K 0.04% 307
2023
Q3 		$71.1K Buy
+1,097
New +$76.1K 0.03% 386
2023
Q1 		$76K Buy
+1,098
New +$73.9K 0.03% 360
2022
Q4 		– Sell
-1,097
Closed -$74K – 1004
2022
Q3 		$74K Buy
+1,097
New +$83.1K 0.03% 320

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 $1.88B AUM 29.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Southern Company (SO) stake by 45% in Q4 2024, selling an estimated $63.6K and leaving 870 shares worth $71K. The position accounts for 0.05% of the portfolio, ranked #188.

Householder Group Estate & Retirement Specialist first reported a position in SO in Q3 2022 and has held it in 8 quarters since. The position peaked at $143K in Q3 2024. 2,121 funds tracked by Wall St. Rank hold SO as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 870 shares of Southern Company worth $71K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 725 Southern Company shares in Q4 2024, an estimated $63.6K.
  • Southern Company made up 0.05% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #188 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Southern Company in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's Southern Company position peaked at $143K in Q3 2024.
  • 2,121 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.