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Merriman Wealth Management’s Southern Company SO Stock Holding History

Merriman 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
Q4 		$285K Buy
3,468
+71
+2% +$6.23K 0.01% 171
2024
Q3 		$306K Buy
3,397
+8
+0.2% +$683 0.01% 173
2024
Q2 		$263K Hold
3,389
– – 0.01% 185
2024
Q1 		$243K Hold
3,389
– – 0.01% 180
2023
Q4 		$238K Sell
3,389
-46
-1% -$3.16K 0.01% 172
2023
Q3 		$222K Hold
3,435
– – 0.01% 172
2023
Q2 		$241K Sell
3,435
-550
-14% -$39.4K 0.01% 192
2023
Q1 		$277K Buy
+3,985
New +$268K 0.01% 166
2020
Q2 		– Sell
-4,474
Closed -$242K – 188
2020
Q1 		$242K Buy
4,474
+23
+0.5% +$1.46K 0.05% 133
2019
Q4 		$283K Sell
4,451
-231
-5% -$14.3K 0.05% 149
2019
Q3 		$289K Buy
4,682
+26
+0.6% +$1.51K 0.06% 146
2019
Q2 		$2.55K Buy
4,656
+284
+6% +$15.2K 0.05% 161
2019
Q1 		$226K Sell
4,372
-2,971
-40% -$146K 0.04% 182
2018
Q4 		$328K Buy
7,343
+174
+2% +$7.91K 0.07% 113
2018
Q3 		$313K Sell
7,169
-253
-3% -$11.7K 0.07% 141
2018
Q2 		$344K Buy
7,422
+31
+0.4% +$1.39K 0.08% 128
2018
Q1 		$330K Buy
7,391
+30
+0.4% +$1.33K 0.09% 143
2017
Q4 		$354K Buy
7,361
+1,115
+18% +$56.8K 0.09% 135
2017
Q3 		$307K Buy
+6,246
New +$303K 0.07% 127

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
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
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

Merriman Wealth Management's SO Position: Q4 2024 in Review

Merriman Wealth Management increased its Southern Company (SO) stake by 2.1% in Q4 2024, buying an estimated $6.23K and bringing the position to 3,468 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #171.

Merriman Wealth Management first reported a position in SO in Q3 2017 and has held it in 19 quarters since. The position peaked at $354K in Q4 2017. 2,121 funds tracked by Wall St. Rank hold SO as of Q4 2024.

  • Merriman Wealth Management held 3,468 shares of Southern Company worth $285K as of Q4 2024.
  • Merriman Wealth Management bought 71 Southern Company shares in Q4 2024, an estimated $6.23K.
  • Southern Company made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #171 holding.
  • Merriman Wealth Management first reported a position in Southern Company in Q3 2017 and has held it in 19 quarters since.
  • Merriman Wealth Management's Southern Company position peaked at $354K in Q4 2017.
  • 2,121 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.