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REDW Wealth’s Southern Company SO Stock Holding History

REDW 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
2024
Q4 		– Sell
-5,094
Closed -$459K – 161
2024
Q3 		$459K Buy
5,094
+37
+0.7% +$3.16K 0.12% 93
2024
Q2 		$392K Buy
5,057
+40
+0.8% +$3.03K 0.1% 107
2024
Q1 		$360K Buy
5,017
+45
+0.9% +$3.11K 0.1% 109
2023
Q4 		$349K Sell
4,972
-352
-7% -$24.2K 0.1% 104
2023
Q3 		$345K Buy
5,324
+45
+0.9% +$3.12K 0.11% 99
2023
Q2 		$371K Buy
5,279
+43
+0.8% +$3.08K 0.11% 101
2023
Q1 		$364K Hold
5,236
– – 0.12% 96
2022
Q4 		$374K Hold
5,236
– – 0.13% 93
2022
Q3 		$356K Hold
5,236
– – 0.14% 79
2022
Q2 		$373K Hold
5,236
– – 0.14% 76
2022
Q1 		$380K Buy
+5,236
New +$355K 0.11% 82

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

REDW Wealth's SO Position: Q4 2024 in Review

REDW Wealth sold out of Southern Company (SO) in Q4 2024, closing a stake of 5,094 shares — an estimated $459K sold.

REDW Wealth first reported a position in SO in Q1 2022 and held it in 11 quarters. The position peaked at $459K in Q3 2024. 2,120 funds tracked by Wall St. Rank hold SO as of Q4 2024.

  • REDW Wealth reported no remaining Southern Company position as of Q4 2024 after selling out during the quarter.
  • REDW Wealth sold 5,094 Southern Company shares in Q4 2024, an estimated $459K.
  • REDW Wealth first reported a position in Southern Company in Q1 2022 and held it in 11 quarters.
  • REDW Wealth's Southern Company position peaked at $459K in Q3 2024.
  • 2,120 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.