Parkworth Wealth Management’s Southern Company SO Stock Holding History

Parkworth 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
2025 Q2	$1.38K	Buy	+15	New	+$1.35K	﹤0.01%	337

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Parkworth Wealth Management's SO Position: Q2 2025 in Review

Parkworth Wealth Management opened a new position in Southern Company (SO) in Q2 2025: 15 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #337 among its holdings.

2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

Parkworth Wealth Management held 15 shares of Southern Company worth $1.38K as of Q2 2025.
Southern Company was a new Parkworth Wealth Management position in Q2 2025.
Southern Company made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #337 holding.
2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.