SWC
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Spectrum Wealth Counsel’s Southern Company SO Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$37.1K Hold
403
– – ﹤0.01% 184
2024
Q4 		$33.2K Hold
403
– – ﹤0.01% 182
2024
Q3 		$36.3K Hold
403
– – ﹤0.01% 192
2024
Q2 		$31.3K Hold
403
– – ﹤0.01% 235
2024
Q1 		$28.9K Buy
403
+203
+102% +$14K ﹤0.01% 238
2023
Q4 		$14K Buy
+200
New +$13.7K ﹤0.01% 249

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Spectrum Wealth Counsel's SO Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Southern Company (SO) position steady in Q1 2025 at 403 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #184.

Spectrum Wealth Counsel first reported a position in SO in Q4 2023 and has held it in 6 quarters since. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Spectrum Wealth Counsel held 403 shares of Southern Company worth $37.1K as of Q1 2025.
  • Spectrum Wealth Counsel left its Southern Company share count unchanged in Q1 2025.
  • Southern Company made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #184 holding.
  • Spectrum Wealth Counsel first reported a position in Southern Company in Q4 2023 and has held it in 6 quarters since.
  • 2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.