LIWM
SO icon

Long Island Wealth Management’s Southern Company SO Stock Holding History

Long Island Wealth Management’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
Q1 		– Sell
-91
Closed -$6K – 343
2023
Q4 		$6K Buy
+91
New +$6.25K ﹤0.01% 256

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Long Island Wealth Management's SO Position: Q1 2024 in Review

Long Island Wealth Management sold out of Southern Company (SO) in Q1 2024, closing a stake of 91 shares — an estimated $6K sold.

Long Island Wealth Management first reported a position in SO in Q4 2023 and held it in 1 quarter. The position peaked at $6K in Q4 2023. 1,823 funds tracked by Wall St. Rank hold SO as of Q1 2024.

  • Long Island Wealth Management reported no remaining Southern Company position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 91 Southern Company shares in Q1 2024, an estimated $6K.
  • Long Island Wealth Management first reported a position in Southern Company in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Southern Company position peaked at $6K in Q4 2023.
  • 1,823 funds tracked by Wall St. Rank held Southern Company as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.