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Wealthquest’s Southern Company SO Stock Holding History

Wealthquest’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
Q3 		– Sell
-2,865
Closed -$222K – 139
2024
Q2 		$222K Hold
2,865
– – 0.02% 119
2024
Q1 		$206K Sell
2,865
-169
-6% -$11.7K 0.02% 128
2023
Q4 		$213K Buy
+3,034
New +$208K 0.02% 127

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Wealthquest's SO Position: Q3 2024 in Review

Wealthquest sold out of Southern Company (SO) in Q3 2024, closing a stake of 2,865 shares — an estimated $222K sold.

Wealthquest first reported a position in SO in Q4 2023 and held it in 3 quarters. The position peaked at $222K in Q2 2024. 2,002 funds tracked by Wall St. Rank hold SO as of Q3 2024.

  • Wealthquest reported no remaining Southern Company position as of Q3 2024 after selling out during the quarter.
  • Wealthquest sold 2,865 Southern Company shares in Q3 2024, an estimated $222K.
  • Wealthquest first reported a position in Southern Company in Q4 2023 and held it in 3 quarters.
  • Wealthquest's Southern Company position peaked at $222K in Q2 2024.
  • 2,002 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on Wealthquest's 13F filing for Q3 2024, filed 21 Nov 2024.