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Waterfront Wealth’s Southern Company SO Stock Holding History

Waterfront 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
Q3 		– Sell
-12,240
Closed -$1.12M – 280
2025
Q2 		$1.12M Sell
12,240
-377
-3% -$33.9K 0.25% 121
2025
Q1 		$1.16M Hold
12,617
– – 0.28% 108
2024
Q4 		$1.04M Buy
12,617
+210
+2% +$18.4K 0.25% 126
2024
Q3 		$1.12M Buy
12,407
+216
+2% +$18.5K 0.27% 108
2024
Q2 		$946K Buy
12,191
+75
+0.6% +$5.68K 0.26% 124
2024
Q1 		$901K Buy
12,116
+293
+2% +$20.2K 0.25% 127
2023
Q4 		$829K Buy
11,823
+254
+2% +$17.4K 0.24% 126
2023
Q3 		$757K Buy
11,569
+2,435
+27% +$169K 0.25% 122
2023
Q2 		$667K Buy
9,134
+738
+9% +$52.9K 0.2% 144
2023
Q1 		$584K Buy
8,396
+519
+7% +$34.9K 0.19% 150
2022
Q4 		$535K Buy
7,877
+428
+6% +$28.6K 0.18% 158
2022
Q3 		$493K Buy
7,449
+1,386
+23% +$105K 0.19% 149
2022
Q2 		$432K Buy
6,063
+1,977
+48% +$145K 0.17% 154
2022
Q1 		$310K Buy
+4,086
New +$277K 0.11% 181

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Waterfront Wealth's SO Position: Q3 2025 in Review

Waterfront Wealth sold out of Southern Company (SO) in Q3 2025, closing a stake of 12,240 shares — an estimated $1.12M sold.

Waterfront Wealth first reported a position in SO in Q1 2022 and held it in 14 quarters. The position peaked at $1.16M in Q1 2025. 2,218 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Waterfront Wealth reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • Waterfront Wealth sold 12,240 Southern Company shares in Q3 2025, an estimated $1.12M.
  • Waterfront Wealth first reported a position in Southern Company in Q1 2022 and held it in 14 quarters.
  • Waterfront Wealth's Southern Company position peaked at $1.16M in Q1 2025.
  • 2,218 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Waterfront Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.