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WealthPLAN Partners’s Southern Company SO Stock Holding History

WealthPLAN 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
Q2 		– Sell
-3,247
Closed -$233K – 322
2024
Q1 		$233K Hold
3,247
– – 0.02% 285
2023
Q4 		$228K Hold
3,247
– – 0.02% 297
2023
Q3 		$210K Buy
3,247
+13
+0.4% +$902 0.02% 295
2023
Q2 		$227K Sell
3,234
-19
-0.6% -$1.36K 0.03% 276
2023
Q1 		$226K Sell
3,253
-1,000
-24% -$67.3K 0.03% 287
2022
Q4 		$283K Buy
+4,253
New +$284K 0.02% 325
2022
Q1 		$240K Sell
3,264
-403
-11% -$27.3K 0.02% 351
2021
Q4 		$255K Buy
3,667
+56
+2% +$3.57K 0.02% 343
2021
Q3 		$233K Sell
3,611
-163
-4% -$10.5K 0.02% 344
2021
Q2 		$248K Sell
3,774
-56
-1% -$3.58K 0.02% 315
2021
Q1 		$254K Sell
3,830
-342
-8% -$20.5K 0.02% 288
2020
Q4 		$252K Buy
4,172
+285
+7% +$17.1K 0.02% 291
2020
Q3 		$247K Sell
3,887
-583
-13% -$31.2K 0.02% 278
2020
Q2 		$246K Sell
4,470
-3
-0.1% -$167 0.03% 267
2020
Q1 		$245K Buy
4,473
+83
+2% +$5.26K 0.03% 218
2019
Q4 		$301K Buy
4,390
+173
+4% +$10.7K 0.04% 200
2019
Q3 		$261K Buy
4,217
+498
+13% +$28.9K 0.04% 207
2019
Q2 		$213K Buy
+3,719
New +$199K 0.03% 221
2018
Q4 		– Sell
-4,357
Closed -$203K – 273
2018
Q3 		$203K Buy
+4,357
New +$201K 0.04% 238
2017
Q2 		– Sell
-2,147
Closed -$108K – 385
2017
Q1 		$108K Buy
+2,147
New +$106K 0.38% 48
2016
Q3 		$370K Sell
7,428
-9,124
-55% -$480K 0.12% 103
2016
Q2 		$408K Buy
+16,552
New +$832K 0.05% 236
2015
Q4 		$229K Buy
+14,361
New +$651K 0.04% 246
2015
Q2 		$203K Sell
4,835
-7,037
-59% -$307K 0.09% 91
2015
Q1 		$521K Buy
+11,872
New +$564K 0.24% 71

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WealthPLAN Partners's SO Position: Q2 2024 in Review

WealthPLAN Partners sold out of Southern Company (SO) in Q2 2024, closing a stake of 3,247 shares — an estimated $233K sold.

WealthPLAN Partners first reported a position in SO in Q1 2015 and held it in 25 quarters. The position peaked at $521K in Q1 2015. 1,884 funds tracked by Wall St. Rank hold SO as of Q2 2024.

  • WealthPLAN Partners reported no remaining Southern Company position as of Q2 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 3,247 Southern Company shares in Q2 2024, an estimated $233K.
  • WealthPLAN Partners first reported a position in Southern Company in Q1 2015 and held it in 25 quarters.
  • WealthPLAN Partners's Southern Company position peaked at $521K in Q1 2015.
  • 1,884 funds tracked by Wall St. Rank held Southern Company as of Q2 2024.

Based on WealthPLAN Partners's 13F filing for Q2 2024, filed 9 Aug 2024.