IPW
SO icon

Impact Partnership Wealth’s Southern Company SO Stock Holding History

Impact Partnership Wealth’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
Q1 		– Sell
-13,664
Closed -$1.12M – 336
2024
Q4 		$1.12M Buy
13,664
+10,494
+331% +$921K 0.23% 49
2024
Q3 		$286K Buy
+3,170
New +$271K 0.06% 179
2024
Q2 		– Sell
-200
Closed -$14.3K – 610
2024
Q1 		$14.3K Hold
200
– – 0.01% 415
2023
Q4 		$14K Hold
200
– – 0.01% 453
2023
Q3 		$12.9K Buy
200
+125
+167% +$8.68K ﹤0.01% 549
2023
Q2 		$5.27K Buy
+75
New +$5.38K ﹤0.01% 494

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Impact Partnership Wealth's SO Position: Q1 2025 in Review

Impact Partnership Wealth sold out of Southern Company (SO) in Q1 2025, closing a stake of 13,664 shares — an estimated $1.12M sold.

Impact Partnership Wealth first reported a position in SO in Q2 2023 and held it in 6 quarters. The position peaked at $1.12M in Q4 2024. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Impact Partnership Wealth reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 13,664 Southern Company shares in Q1 2025, an estimated $1.12M.
  • Impact Partnership Wealth first reported a position in Southern Company in Q2 2023 and held it in 6 quarters.
  • Impact Partnership Wealth's Southern Company position peaked at $1.12M in Q4 2024.
  • 2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Impact Partnership Wealth's 13F filing for Q1 2025, filed 5 May 2025.