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Sugarloaf Wealth Management’s Southern Company SO Stock Holding History

Sugarloaf Wealth 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 		$3.98M Sell
48,376
-1,293
-3% -$113K 0.75% 22
2024
Q3 		$4.48M Sell
49,669
-191
-0.4% -$16.3K 0.85% 21
2024
Q2 		$3.87M Sell
49,860
-15
-0% -$1.14K 0.78% 22
2024
Q1 		$3.58M Buy
49,875
+1,018
+2% +$70.3K 0.74% 23
2023
Q4 		$3.43M Sell
48,857
-402
-0.8% -$27.6K 0.83% 20
2023
Q3 		$3.19M Sell
49,259
-2,903
-6% -$201K 0.81% 16
2023
Q2 		$3.66M Buy
52,162
+2,347
+5% +$168K 0.86% 13
2023
Q1 		$3.47M Sell
49,815
-18
-0% -$1.21K 0.85% 13
2022
Q4 		$3.56M Sell
49,833
-4,110
-8% -$275K 0.89% 15
2022
Q3 		$3.67M Buy
53,943
+3,006
+6% +$228K 0.94% 15
2022
Q2 		$3.63M Sell
50,937
-115
-0.2% -$8.44K 0.91% 15
2022
Q1 		$3.7M Buy
51,052
+4
+0% +$271 0.88% 14
2021
Q4 		$3.5M Buy
51,048
+52
+0.1% +$3.31K 0.83% 14
2021
Q3 		$3.16M Sell
50,996
-243
-0.5% -$15.6K 0.83% 15
2021
Q2 		$3.1M Sell
51,239
-32
-0.1% -$2.05K 0.84% 14
2021
Q1 		$3.17K Buy
51,271
+87
+0.2% +$5.21K 0.95% 14
2020
Q4 		$3.14M Buy
51,184
+50
+0.1% +$3.01K 1.05% 15
2020
Q3 		$2.77M Sell
51,134
-1,624
-3% -$86.8K 1.01% 16
2020
Q2 		$2.79M Buy
52,758
+148
+0.3% +$8.23K 1.07% 15
2020
Q1 		$2.85M Sell
52,610
-3,274
-6% -$207K 1.28% 14
2019
Q4 		$3.56M Buy
+55,884
New +$3.46M 1.51% 15

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 $1.6B AUM 20.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sugarloaf Wealth Management's SO Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Southern Company (SO) stake by 2.6% in Q4 2024, selling an estimated $113K and leaving 48,376 shares worth $3.98M. The position accounts for 0.75% of the portfolio, ranked #22.

Sugarloaf Wealth Management first reported a position in SO in Q4 2019 and has held it in 21 quarters since. The position peaked at $4.48M in Q3 2024. 2,120 funds tracked by Wall St. Rank hold SO as of Q4 2024.

  • Sugarloaf Wealth Management held 48,376 shares of Southern Company worth $3.98M as of Q4 2024.
  • Sugarloaf Wealth Management sold 1,293 Southern Company shares in Q4 2024, an estimated $113K.
  • Southern Company made up 0.75% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #22 holding.
  • Sugarloaf Wealth Management first reported a position in Southern Company in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Southern Company position peaked at $4.48M in Q3 2024.
  • 2,120 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.