Sweet Financial Partners’s Southern Company SO Stock Holding History

Sweet Financial 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 Q3	$215K	Buy	+2,386	New	+$204K	0.05%	184
2023 Q3	–	Sell	-3,806	Closed	-$267K	–	182
2023 Q2	$267K	Hold	3,806	–	–	0.07%	149
2023 Q1	$265K	Hold	3,806	–	–	0.07%	152
2022 Q4	$272K	Buy	3,806 +200	+6%	+$13.4K	0.08%	146
2022 Q3	$245K	Buy	3,606 +333	+10%	+$25.2K	0.08%	145
2022 Q2	$233K	Buy	3,273 +1	+0%	+$73	0.07%	149
2022 Q1	$237K	Buy	+3,272	New	+$222K	0.06%	153

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Sweet Financial Partners's SO Position: Q3 2024 in Review

Sweet Financial Partners opened a new position in Southern Company (SO) in Q3 2024: 2,386 shares worth $215K. The stake represents 0.05% of the portfolio and ranks #184 among its holdings. This is a return to the name: Sweet Financial Partners previously reported a position in SO as recently as Q2 2023.

Sweet Financial Partners first reported a position in SO in Q1 2022 and has held it in 7 quarters since. The position peaked at $272K in Q4 2022. 2,008 funds tracked by Wall St. Rank hold SO as of Q3 2024.

Sweet Financial Partners held 2,386 shares of Southern Company worth $215K as of Q3 2024.
Southern Company was a new Sweet Financial Partners position in Q3 2024.
Southern Company made up 0.05% of Sweet Financial Partners's portfolio in Q3 2024, its #184 holding.
Sweet Financial Partners first reported a position in Southern Company in Q1 2022 and has held it in 7 quarters since.
Sweet Financial Partners's Southern Company position peaked at $272K in Q4 2022.
2,008 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.