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Pacific Capital Wealth Advisors’s Southern Company SO Stock Holding History

Pacific Capital 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
-815
Closed -$67.1K – 326
2024
Q4 		$67.1K Hold
815
– – 0.01% 129
2024
Q3 		$73.5K Hold
815
– – 0.01% 128
2024
Q2 		$63.2K Sell
815
-59
-7% -$4.47K 0.01% 137
2024
Q1 		$62.7K Buy
874
+59
+7% +$4.07K 0.01% 123
2023
Q4 		$57.1K Buy
+815
New +$56K 0.01% 123
2020
Q4 		– Sell
-815
Closed -$44K – 172
2020
Q3 		$44K Buy
+815
New +$43.6K 0.03% 109

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

Pacific Capital Wealth Advisors's SO Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Southern Company (SO) in Q1 2025, closing a stake of 815 shares — an estimated $67.1K sold.

Pacific Capital Wealth Advisors first reported a position in SO in Q3 2020 and held it in 6 quarters. The position peaked at $73.5K in Q3 2024. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 815 Southern Company shares in Q1 2025, an estimated $67.1K.
  • Pacific Capital Wealth Advisors first reported a position in Southern Company in Q3 2020 and held it in 6 quarters.
  • Pacific Capital Wealth Advisors's Southern Company position peaked at $73.5K in Q3 2024.
  • 2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.