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Williamson Legacy Group’s Southern Company SO Stock Holding History

Williamson Legacy Group’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
Q4 		– Sell
-2,303
Closed -$208K – 133
2024
Q3 		$208K Buy
+2,303
New +$197K 0.14% 105

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Williamson Legacy Group's SO Position: Q4 2024 in Review

Williamson Legacy Group sold out of Southern Company (SO) in Q4 2024, closing a stake of 2,303 shares — an estimated $208K sold.

Williamson Legacy Group first reported a position in SO in Q3 2024 and held it in 1 quarter. The position peaked at $208K in Q3 2024. 2,120 funds tracked by Wall St. Rank hold SO as of Q4 2024.

  • Williamson Legacy Group reported no remaining Southern Company position as of Q4 2024 after selling out during the quarter.
  • Williamson Legacy Group sold 2,303 Southern Company shares in Q4 2024, an estimated $208K.
  • Williamson Legacy Group first reported a position in Southern Company in Q3 2024 and held it in 1 quarter.
  • Williamson Legacy Group's Southern Company position peaked at $208K in Q3 2024.
  • 2,120 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on Williamson Legacy Group's 13F filing for Q4 2024, filed 5 Feb 2025.