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New Wave Wealth Advisors’s Southern Company SO Stock Holding History

New Wave Wealth Advisors’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 		– Sell
-63
Closed -$5.2K – 591
2024
Q4 		$5.2K Buy
+63
New +$5.53K ﹤0.01% 435

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

New Wave Wealth Advisors's SO Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Southern Company (SO) in Q1 2025, closing a stake of 63 shares — an estimated $5.2K sold.

New Wave Wealth Advisors first reported a position in SO in Q4 2024 and held it in 1 quarter. The position peaked at $5.2K in Q4 2024. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 63 Southern Company shares in Q1 2025, an estimated $5.2K.
  • New Wave Wealth Advisors first reported a position in Southern Company in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Southern Company position peaked at $5.2K in Q4 2024.
  • 2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.