SWP
SO icon

Significant Wealth Partners’s Southern Company SO Stock Holding History

Significant Wealth 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 		– Sell
-5,467
Closed -$493K – 119
2024
Q3 		$493K Buy
5,467
+411
+8% +$35.1K 0.26% 27
2024
Q2 		$392K Sell
5,056
-3,924
-44% -$297K 0.22% 28
2024
Q1 		$644K Buy
8,980
+5,671
+171% +$391K 0.42% 65
2023
Q4 		$232K Buy
+3,309
New +$227K 0.17% 136

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Significant Wealth Partners's SO Position: Q4 2024 in Review

Significant Wealth Partners sold out of Southern Company (SO) in Q4 2024, closing a stake of 5,467 shares — an estimated $493K sold.

Significant Wealth Partners first reported a position in SO in Q4 2023 and held it in 4 quarters. The position peaked at $644K in Q1 2024. 2,124 funds tracked by Wall St. Rank hold SO as of Q4 2024.

  • Significant Wealth Partners reported no remaining Southern Company position as of Q4 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 5,467 Southern Company shares in Q4 2024, an estimated $493K.
  • Significant Wealth Partners first reported a position in Southern Company in Q4 2023 and held it in 4 quarters.
  • Significant Wealth Partners's Southern Company position peaked at $644K in Q1 2024.
  • 2,124 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on Significant Wealth Partners's 13F filing for Q4 2024, filed 11 Feb 2025.