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Lake Street Advisors Group’s Southern Company SO Stock Holding History

Lake Street Advisors Group’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 		$557K Buy
6,768
+190
+3% +$16.7K 0.03% 311
2024
Q3 		$593K Buy
6,578
+91
+1% +$7.77K 0.03% 295
2024
Q2 		$503K Buy
6,487
+394
+6% +$29.9K 0.02% 317
2024
Q1 		$437K Buy
6,093
+335
+6% +$23.1K 0.02% 365
2023
Q4 		$404K Buy
+5,758
New +$395K 0.02% 368

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Lake Street Advisors Group's SO Position: Q4 2024 in Review

Lake Street Advisors Group increased its Southern Company (SO) stake by 2.9% in Q4 2024, buying an estimated $16.7K and bringing the position to 6,768 shares worth $557K. The position accounts for 0.03% of the portfolio, ranked #311.

Lake Street Advisors Group first reported a position in SO in Q4 2023 and has held it in 5 quarters since. The position peaked at $593K in Q3 2024. 2,122 funds tracked by Wall St. Rank hold SO as of Q4 2024.

  • Lake Street Advisors Group held 6,768 shares of Southern Company worth $557K as of Q4 2024.
  • Lake Street Advisors Group bought 190 Southern Company shares in Q4 2024, an estimated $16.7K.
  • Southern Company made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #311 holding.
  • Lake Street Advisors Group first reported a position in Southern Company in Q4 2023 and has held it in 5 quarters since.
  • Lake Street Advisors Group's Southern Company position peaked at $593K in Q3 2024.
  • 2,122 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.