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Wintrust Investments’s Southern Company SO Stock Holding History

Wintrust Investments’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 		$95K Sell
1,163
-141
-11% -$12.4K 0.08% 169
2024
Q3 		$117K Sell
1,304
-10,034
-88% -$857K 0.09% 188
2024
Q2 		$880K Buy
11,338
+435
+4% +$33K 0.07% 212
2024
Q1 		$782K Buy
10,903
+53
+0.5% +$3.66K 0.07% 220
2023
Q4 		$761K Buy
10,850
+481
+5% +$33K 0.07% 220
2023
Q3 		$671K Buy
10,369
+196
+2% +$13.6K 0.07% 228
2023
Q2 		$715K Buy
10,173
+652
+7% +$46.8K 0.07% 224
2023
Q1 		$662K Buy
9,521
+4,908
+106% +$330K 0.08% 175
2022
Q4 		$329K Buy
4,613
+1,295
+39% +$86.6K 0.04% 275
2022
Q3 		$226K Sell
3,318
-2,056
-38% -$156K 0.03% 363
2022
Q2 		$383K Sell
5,374
-6,675
-55% -$490K 0.05% 261
2022
Q1 		$874K Sell
12,049
-81
-0.7% -$5.49K 0.08% 187
2021
Q4 		$832K Buy
+12,130
New +$773K 0.08% 194
2021
Q3 		– Sell
-9,975
Closed -$604K – 386
2021
Q2 		$604K Buy
9,975
+5,554
+126% +$355K 0.06% 240
2021
Q1 		$275K Buy
4,421
+390
+10% +$23.4K 0.03% 344
2020
Q4 		$248K Sell
4,031
-48
-1% -$2.89K 0.07% 154
2020
Q3 		$221K Sell
4,079
-200
-5% -$10.7K 0.03% 313
2020
Q2 		$222K Buy
4,279
+242
+6% +$13.5K 0.03% 316
2020
Q1 		$219K Buy
+4,037
New +$256K 0.04% 288

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Wintrust Investments's SO Position: Q4 2024 in Review

Wintrust Investments reduced its Southern Company (SO) stake by 11% in Q4 2024, selling an estimated $12.4K and leaving 1,163 shares worth $95K. The position accounts for 0.08% of the portfolio, ranked #169.

Wintrust Investments first reported a position in SO in Q1 2020 and has held it in 19 quarters since. The position peaked at $880K in Q2 2024. 2,124 funds tracked by Wall St. Rank hold SO as of Q4 2024.

  • Wintrust Investments held 1,163 shares of Southern Company worth $95K as of Q4 2024.
  • Wintrust Investments sold 141 Southern Company shares in Q4 2024, an estimated $12.4K.
  • Southern Company made up 0.08% of Wintrust Investments's portfolio in Q4 2024, its #169 holding.
  • Wintrust Investments first reported a position in Southern Company in Q1 2020 and has held it in 19 quarters since.
  • Wintrust Investments's Southern Company position peaked at $880K in Q2 2024.
  • 2,124 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.