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Voisard Asset Management Group’s Southern Company SO Stock Holding History

Voisard Asset Management Group’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
-459
Closed -$41.4K – 562
2024
Q3 		$41.4K Buy
459
+15
+3% +$1.28K 0.02% 206
2024
Q2 		$34.5K Buy
444
+4
+0.9% +$303 0.02% 194
2024
Q1 		$31.6K Buy
440
+4
+0.9% +$276 0.02% 166
2023
Q4 		$30.6K Buy
+436
New +$29.9K 0.02% 174

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

Voisard Asset Management Group's SO Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Southern Company (SO) in Q4 2024, closing a stake of 459 shares — an estimated $41.4K sold.

Voisard Asset Management Group first reported a position in SO in Q4 2023 and held it in 4 quarters. The position peaked at $41.4K in Q3 2024. 2,120 funds tracked by Wall St. Rank hold SO as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Southern Company position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 459 Southern Company shares in Q4 2024, an estimated $41.4K.
  • Voisard Asset Management Group first reported a position in Southern Company in Q4 2023 and held it in 4 quarters.
  • Voisard Asset Management Group's Southern Company position peaked at $41.4K in Q3 2024.
  • 2,120 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.