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Legacy Capital Wealth Partners’s Southern Company SO Stock Holding History

Legacy Capital Wealth Partners’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
Q2 		– Sell
-84,477
Closed -$6.22M – 359
2024
Q1 		$6.22M Buy
+84,477
New +$5.83M 4.42% 2

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 $298B AUM 21.96% 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

Legacy Capital Wealth Partners's SO Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of Southern Company (SO) in Q2 2024, closing a stake of 84,477 shares — an estimated $6.22M sold.

Legacy Capital Wealth Partners first reported a position in SO in Q1 2024 and held it in 1 quarter. The position peaked at $6.22M in Q1 2024. 1,880 funds tracked by Wall St. Rank hold SO as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining Southern Company position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 84,477 Southern Company shares in Q2 2024, an estimated $6.22M.
  • Legacy Capital Wealth Partners first reported a position in Southern Company in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Southern Company position peaked at $6.22M in Q1 2024.
  • 1,880 funds tracked by Wall St. Rank held Southern Company as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.