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Waldron Private Wealth’s Southern Company SO Stock Holding History

Waldron Private Wealth’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
-5,781
Closed -$476K – 412
2024
Q4 		$476K Sell
5,781
-155
-3% -$13.6K 0.02% 257
2024
Q3 		$535K Buy
5,936
+1,015
+21% +$86.7K 0.02% 240
2024
Q2 		$382K Buy
4,921
+419
+9% +$31.8K 0.02% 273
2024
Q1 		$323K Sell
4,502
-574
-11% -$39.6K 0.01% 300
2023
Q4 		$356K Sell
5,076
-388
-7% -$26.6K 0.02% 287
2023
Q3 		$354K Sell
5,464
-401
-7% -$27.8K 0.02% 264
2023
Q2 		$412K Buy
5,865
+385
+7% +$27.6K 0.02% 250
2023
Q1 		$381K Sell
5,480
-159
-3% -$10.7K 0.02% 295
2022
Q4 		$383K Hold
5,639
– – 0.02% 270
2022
Q3 		$383K Buy
5,639
+8
+0.1% +$606 0.02% 270
2022
Q2 		$401K Buy
5,631
+1,924
+52% +$141K 0.02% 263
2022
Q1 		$268K Buy
3,707
+294
+9% +$19.9K 0.01% 338
2021
Q4 		$234K Sell
3,413
-1,281
-27% -$81.7K 0.01% 343
2021
Q3 		$290K Buy
4,694
+1,150
+32% +$74K 0.02% 282
2021
Q2 		$214K Sell
3,544
-2
-0.1% -$128 0.01% 315
2021
Q1 		$220K Sell
3,546
-401
-10% -$24K 0.02% 285
2020
Q4 		$242K Sell
3,947
-54
-1% -$3.25K 0.02% 261
2020
Q3 		$216K Sell
4,001
-118
-3% -$6.31K 0.02% 248
2020
Q2 		$213K Buy
+4,119
New +$229K 0.02% 237
2020
Q1 		– Sell
-3,827
Closed -$243K – 293
2019
Q4 		$243K Hold
3,827
– – 0.02% 232
2019
Q3 		$236K Sell
3,827
-480
-11% -$27.8K 0.02% 220
2019
Q2 		$238K Buy
+4,307
New +$231K 0.03% 215
2017
Q2 		– Sell
-4,389
Closed -$216K – 196
2017
Q1 		$216K Buy
+4,389
New +$217K 0.05% 201

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Waldron Private Wealth's SO Position: Q1 2025 in Review

Waldron Private Wealth sold out of Southern Company (SO) in Q1 2025, closing a stake of 5,781 shares — an estimated $476K sold.

Waldron Private Wealth first reported a position in SO in Q1 2017 and held it in 23 quarters. The position peaked at $535K in Q3 2024. 2,206 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Waldron Private Wealth reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 5,781 Southern Company shares in Q1 2025, an estimated $476K.
  • Waldron Private Wealth first reported a position in Southern Company in Q1 2017 and held it in 23 quarters.
  • Waldron Private Wealth's Southern Company position peaked at $535K in Q3 2024.
  • 2,206 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.