JWS
SO icon

Juncture Wealth Strategies’s Southern Company SO Stock Holding History

Juncture Wealth Strategies’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
2015
Q4 		– Sell
-9,800
Closed -$27K – 86
2015
Q3 		$27K Buy
9,800
+9,739
+15,966% +$427K 0.02% 80
2015
Q2 		$9K Buy
+61
New +$2.66K 0.01% 83

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Juncture Wealth Strategies's SO Position: Q2 2024 in Review

Juncture Wealth Strategies sold out of Southern Company (SO) in Q2 2024, closing a stake of 5,766 shares — an estimated $414K sold.

Juncture Wealth Strategies first reported a position in SO in Q1 2015 and held it in 37 quarters. The position peaked at $1.28M in Q3 2016. 1,881 funds tracked by Wall St. Rank hold SO as of Q2 2024.

  • Juncture Wealth Strategies reported no remaining Southern Company position as of Q2 2024 after selling out during the quarter.
  • Juncture Wealth Strategies sold 5,766 Southern Company shares in Q2 2024, an estimated $414K.
  • Juncture Wealth Strategies first reported a position in Southern Company in Q1 2015 and held it in 37 quarters.
  • Juncture Wealth Strategies's Southern Company position peaked at $1.28M in Q3 2016.
  • 1,881 funds tracked by Wall St. Rank held Southern Company as of Q2 2024.

Based on Juncture Wealth Strategies's 13F filing for Q2 2024, filed 11 Jul 2024.