SPWG
SO icon

Sage Private Wealth Group’s Southern Company SO Stock Holding History

Sage Private Wealth Group’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 		– Sell
-2,305
Closed -$212K – 99
2025
Q1 		$212K Buy
+2,305
New +$200K 0.16% 81
2024
Q4 		– Sell
-2,305
Closed -$208K – 98
2024
Q3 		$208K Buy
+2,305
New +$197K 0.16% 87
2024
Q2 		– Sell
-2,895
Closed -$208K – 91
2024
Q1 		$208K Buy
+2,895
New +$200K 0.17% 79

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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sage Private Wealth Group's SO Position: Q2 2025 in Review

Sage Private Wealth Group sold out of Southern Company (SO) in Q2 2025, closing a stake of 2,305 shares — an estimated $212K sold.

Sage Private Wealth Group first reported a position in SO in Q1 2024 and held it in 3 quarters. The position peaked at $212K in Q1 2025. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Sage Private Wealth Group reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
  • Sage Private Wealth Group sold 2,305 Southern Company shares in Q2 2025, an estimated $212K.
  • Sage Private Wealth Group first reported a position in Southern Company in Q1 2024 and held it in 3 quarters.
  • Sage Private Wealth Group's Southern Company position peaked at $212K in Q1 2025.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Sage Private Wealth Group's 13F filing for Q2 2025, filed 29 Jul 2025.