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Strategic Financial Concepts’s Southern Company SO Stock Holding History

Strategic Financial Concepts’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 		– Sell
-3,320
Closed -$273K – 355
2024
Q4 		$273K Buy
3,320
+562
+20% +$49.3K 0.05% 258
2024
Q3 		$249K Sell
2,758
-229,317
-99% -$19.6M 0.08% 207
2024
Q2 		$6.55K Buy
+232,075
New +$17.6M ﹤0.01% 451
2023
Q4 		– Sell
-3,807
Closed -$246K – 248
2023
Q3 		$246K Buy
+3,807
New +$264K 0.08% 215

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

Strategic Financial Concepts's SO Position: Q1 2025 in Review

Strategic Financial Concepts sold out of Southern Company (SO) in Q1 2025, closing a stake of 3,320 shares — an estimated $273K sold.

Strategic Financial Concepts first reported a position in SO in Q3 2023 and held it in 4 quarters. The position peaked at $273K in Q4 2024. 2,201 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Strategic Financial Concepts reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 3,320 Southern Company shares in Q1 2025, an estimated $273K.
  • Strategic Financial Concepts first reported a position in Southern Company in Q3 2023 and held it in 4 quarters.
  • Strategic Financial Concepts's Southern Company position peaked at $273K in Q4 2024.
  • 2,201 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Strategic Financial Concepts's 13F filing for Q1 2025, filed 28 Apr 2025.