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Marcum Wealth’s Southern Company SO Stock Holding History

Marcum 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 		$238K Sell
2,589
-225
-8% -$19.5K 0.02% 330
2024
Q4 		$232K Sell
2,814
-82
-3% -$7.19K 0.02% 334
2024
Q3 		$261K Sell
2,896
-432
-13% -$36.9K 0.02% 312
2024
Q2 		$258K Sell
3,328
-99
-3% -$7.5K 0.03% 301
2024
Q1 		$246K Sell
3,427
-1,167
-25% -$80.6K 0.02% 305
2023
Q4 		$322K Sell
4,594
-506
-10% -$34.7K 0.03% 242
2023
Q3 		$330K Buy
5,100
+52
+1% +$3.61K 0.04% 226
2023
Q2 		$355K Sell
5,048
-279
-5% -$20K 0.04% 221
2023
Q1 		$371K Buy
5,327
+145
+3% +$9.76K 0.05% 217
2022
Q4 		$370K Sell
5,182
-863
-14% -$57.7K 0.05% 210
2022
Q3 		$411K Sell
6,045
-571
-9% -$43.3K 0.06% 182
2022
Q2 		$472K Sell
6,616
-249
-4% -$18.3K 0.07% 164
2022
Q1 		$498K Buy
6,865
+1,360
+25% +$92.1K 0.07% 159
2021
Q4 		$378K Sell
5,505
-220
-4% -$14K 0.05% 206
2021
Q3 		$355K Buy
5,725
+360
+7% +$23.2K 0.06% 211
2021
Q2 		$325K Buy
5,365
+84
+2% +$5.37K 0.05% 212
2021
Q1 		$328K Buy
+5,281
New +$316K 0.05% 208
2020
Q3 		– Sell
-4,148
Closed -$215K – 130
2020
Q2 		$215K Buy
+4,148
New +$231K 0.07% 103

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

Marcum Wealth's SO Position: Q1 2025 in Review

Marcum Wealth reduced its Southern Company (SO) stake by 8% in Q1 2025, selling an estimated $19.5K and leaving 2,589 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #330.

Marcum Wealth first reported a position in SO in Q2 2020 and has held it in 18 quarters since. The position peaked at $498K in Q1 2022. 2,201 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Marcum Wealth held 2,589 shares of Southern Company worth $238K as of Q1 2025.
  • Marcum Wealth sold 225 Southern Company shares in Q1 2025, an estimated $19.5K.
  • Southern Company made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #330 holding.
  • Marcum Wealth first reported a position in Southern Company in Q2 2020 and has held it in 18 quarters since.
  • Marcum Wealth's Southern Company position peaked at $498K in Q1 2022.
  • 2,201 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.