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Planned Solutions’s Southern Company SO Stock Holding History

Planned Solutions’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 		– Sell
-222
Closed -$20K – 552
2024
Q3 		$20K Buy
+222
New +$19K 0.01% 387
2024
Q1 		– Sell
-222
Closed -$15.6K – 479
2023
Q4 		$15.6K Buy
+222
New +$15.2K 0.01% 391
2021
Q1 		– Sell
-316
Closed -$19K – 352
2020
Q4 		$19K Hold
316
– – 0.02% 288
2020
Q3 		$17K Buy
+316
New +$16.9K 0.02% 227

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 $1.6B AUM 20.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Planned Solutions's SO Position: Q4 2024 in Review

Planned Solutions sold out of Southern Company (SO) in Q4 2024, closing a stake of 222 shares — an estimated $20K sold.

Planned Solutions first reported a position in SO in Q3 2020 and held it in 4 quarters. The position peaked at $20K in Q3 2024. 2,120 funds tracked by Wall St. Rank hold SO as of Q4 2024.

  • Planned Solutions reported no remaining Southern Company position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 222 Southern Company shares in Q4 2024, an estimated $20K.
  • Planned Solutions first reported a position in Southern Company in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Southern Company position peaked at $20K in Q3 2024.
  • 2,120 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.