NewEdge Wealth’s Southern Company SO Stock Holding History

NewEdge 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 Q3	$873K	Sell
2025 Q2	$1.32M	Buy
2022 Q3	–	Sell
2022 Q2	$1.39M	Buy