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Private Portfolio Partners’s Southern Company SO Stock Holding History

Private Portfolio Partners’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 		$283K Buy
3,435
+18
+0.5% +$1.58K 0.05% 241
2024
Q3 		$308K Buy
+3,417
New +$292K 0.06% 225
2024
Q2 		– Sell
-3,380
Closed -$242K – 235
2024
Q1 		$242K Sell
3,380
-138
-4% -$9.53K 0.05% 242
2023
Q4 		$247K Buy
3,518
+22
+0.6% +$1.51K 0.06% 233
2023
Q3 		$226K Sell
3,496
-200
-5% -$13.9K 0.06% 230
2023
Q2 		$260K Buy
3,696
+23
+0.6% +$1.65K 0.07% 220
2023
Q1 		$256K Buy
3,673
+24
+0.7% +$1.62K 0.07% 203
2022
Q4 		$261K Buy
3,649
+190
+5% +$12.7K 0.07% 218
2022
Q3 		$235K Buy
3,459
+19
+0.6% +$1.44K 0.07% 232
2022
Q2 		$245K Buy
3,440
+20
+0.6% +$1.47K 0.07% 229
2022
Q1 		$248K Buy
+3,420
New +$232K 0.06% 246
2019
Q3 		– Sell
-4,399
Closed -$243K – 225
2019
Q2 		$243K Buy
+4,399
New +$236K 0.1% 193

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

Private Portfolio Partners's SO Position: Q4 2024 in Review

Private Portfolio Partners increased its Southern Company (SO) stake by 0.53% in Q4 2024, buying an estimated $1.58K and bringing the position to 3,435 shares worth $283K. The position accounts for 0.05% of the portfolio, ranked #241.

Private Portfolio Partners first reported a position in SO in Q2 2019 and has held it in 12 quarters since. The position peaked at $308K in Q3 2024. 2,120 funds tracked by Wall St. Rank hold SO as of Q4 2024.

  • Private Portfolio Partners held 3,435 shares of Southern Company worth $283K as of Q4 2024.
  • Private Portfolio Partners bought 18 Southern Company shares in Q4 2024, an estimated $1.58K.
  • Southern Company made up 0.05% of Private Portfolio Partners's portfolio in Q4 2024, its #241 holding.
  • Private Portfolio Partners first reported a position in Southern Company in Q2 2019 and has held it in 12 quarters since.
  • Private Portfolio Partners's Southern Company position peaked at $308K in Q3 2024.
  • 2,120 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.