Wambolt & Associates’s Southern Company SO Stock Holding History

Wambolt & Associates’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	-2,475	Closed	-$225K	–	200
2024 Q3	$225K	Buy	+2,475	New	+$211K	0.06%	187
2023 Q1	–	Sell	-4,739	Closed	-$338K	–	270
2022 Q4	$338K	Sell	4,739 -391	-8%	-$26.1K	0.13%	185
2022 Q3	$349K	Buy	5,130 +3	+0.1%	+$227	0.15%	170
2022 Q2	$366K	Sell	5,127 -77	-1%	-$5.65K	0.15%	170
2022 Q1	$386K	Buy	5,204 +240	+5%	+$16.3K	0.14%	171
2021 Q4	$340K	Buy	4,964 +4	+0.1%	+$255	0.12%	192
2021 Q3	$306K	Buy	4,960 +366	+8%	+$23.6K	0.12%	187
2021 Q2	$282K	Buy	+4,594	New	+$294K	0.12%	197

Other funds holding SO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Wambolt & Associates's SO Position: Q4 2024 in Review

Wambolt & Associates sold out of Southern Company (SO) in Q4 2024, closing a stake of 2,475 shares — an estimated $225K sold.

Wambolt & Associates first reported a position in SO in Q2 2021 and held it in 8 quarters. The position peaked at $386K in Q1 2022. 2,120 funds tracked by Wall St. Rank hold SO as of Q4 2024.

Wambolt & Associates reported no remaining Southern Company position as of Q4 2024 after selling out during the quarter.
Wambolt & Associates sold 2,475 Southern Company shares in Q4 2024, an estimated $225K.
Wambolt & Associates first reported a position in Southern Company in Q2 2021 and held it in 8 quarters.
Wambolt & Associates's Southern Company position peaked at $386K in Q1 2022.
2,120 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on Wambolt & Associates's 13F filing for Q4 2024, filed 12 Feb 2025.