WS
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Wela Strategies’s Southern Company SO Stock Holding History

Wela Strategies’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 		$217K Sell
2,293
-869
-27% -$81.1K 0.08% 53
2025
Q2 		$290K Buy
3,162
+2
+0.1% +$180 0.11% 49
2025
Q1 		$291K Buy
3,160
+45
+1% +$3.9K 0.12% 47
2024
Q4 		$256K Sell
3,115
-448
-13% -$39.3K 0.11% 48
2024
Q3 		$321K Buy
3,563
+2
+0.1% +$171 0.14% 46
2024
Q2 		$276K Buy
3,561
+2
+0.1% +$152 0.13% 46
2024
Q1 		$255K Sell
3,559
-1,447
-29% -$99.9K 0.12% 46
2023
Q4 		$351K Buy
5,006
+157
+3% +$10.8K 0.19% 42
2023
Q3 		$314K Sell
4,849
-5
-0.1% -$347 0.19% 42
2023
Q2 		$341K Buy
4,854
+234
+5% +$16.8K 0.26% 33
2023
Q1 		$321K Buy
4,620
+14
+0.3% +$943 0.17% 41
2022
Q4 		$329K Buy
4,606
+2
+0% +$134 0.18% 39
2022
Q3 		$313K Sell
4,604
-332
-7% -$25.1K 0.21% 33
2022
Q2 		$352K Buy
4,936
+2
+0% +$147 0.21% 29
2022
Q1 		$358K Buy
4,934
+1,529
+45% +$104K 0.18% 31
2021
Q4 		$233K Buy
3,405
+2
+0.1% +$128 0.12% 42
2021
Q3 		$211K Buy
3,403
+2
+0.1% +$129 0.11% 43
2021
Q2 		$206K Buy
3,401
+56
+2% +$3.58K 0.08% 43
2021
Q1 		$208K Buy
3,345
+1
+0% +$60 0.11% 43
2020
Q4 		$205K Buy
+3,344
New +$201K 0.12% 40
2020
Q1 		– Sell
-4,657
Closed -$297K – 38
2019
Q4 		$297K Buy
+4,657
New +$289K 0.18% 33

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return