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St. Louis Financial Planners Asset Management’s Southern Company SO Stock Holding History

St. Louis Financial Planners Asset Management’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
-23,555
Closed -$2.13M – 38
2024
Q3 		$2.13M Buy
+23,555
New +$2.01M 1.69% 20

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 $1.88B AUM 29.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

St. Louis Financial Planners Asset Management's SO Position: Q4 2024 in Review

St. Louis Financial Planners Asset Management sold out of Southern Company (SO) in Q4 2024, closing a stake of 23,555 shares — an estimated $2.13M sold.

St. Louis Financial Planners Asset Management first reported a position in SO in Q3 2024 and held it in 1 quarter. The position peaked at $2.13M in Q3 2024. 2,121 funds tracked by Wall St. Rank hold SO as of Q4 2024.

  • St. Louis Financial Planners Asset Management reported no remaining Southern Company position as of Q4 2024 after selling out during the quarter.
  • St. Louis Financial Planners Asset Management sold 23,555 Southern Company shares in Q4 2024, an estimated $2.13M.
  • St. Louis Financial Planners Asset Management first reported a position in Southern Company in Q3 2024 and held it in 1 quarter.
  • St. Louis Financial Planners Asset Management's Southern Company position peaked at $2.13M in Q3 2024.
  • 2,121 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.