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Wetzel Investment Advisors’s Southern Company SO Stock Holding History

Wetzel Investment Advisors’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
-1,080
Closed -$77.5K – 770
2024
Q2 		$77.5K Hold
1,080
– – 0.04% 198
2024
Q1 		$76.2K Hold
1,080
– – 0.04% 205
2023
Q4 		$76K Buy
+1,080
New +$74.2K 0.05% 202

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

Wetzel Investment Advisors's SO Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Southern Company (SO) in Q3 2024, closing a stake of 1,080 shares — an estimated $77.5K sold.

Wetzel Investment Advisors first reported a position in SO in Q4 2023 and held it in 3 quarters. The position peaked at $77.5K in Q2 2024. 2,002 funds tracked by Wall St. Rank hold SO as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Southern Company position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,080 Southern Company shares in Q3 2024, an estimated $77.5K.
  • Wetzel Investment Advisors first reported a position in Southern Company in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Southern Company position peaked at $77.5K in Q2 2024.
  • 2,002 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.