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WR Wealth Planners’s Southern Company SO Stock Holding History

WR Wealth Planners’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 		$209K Buy
2,542
+64
+3% +$5.62K 0.07% 152
2024
Q3 		$223K Buy
2,478
+95
+4% +$8.12K 0.06% 166
2024
Q2 		$185K Sell
2,383
-63
-3% -$4.77K 0.06% 178
2024
Q1 		$175K Buy
+2,446
New +$169K 0.05% 189
2023
Q4 		– Sell
-2,271
Closed -$147K – 754
2023
Q3 		$147K Sell
2,271
-205
-8% -$14.2K 0.06% 199
2023
Q2 		$174K Sell
2,476
-113
-4% -$8.1K 0.07% 182
2023
Q1 		$180K Buy
2,589
+2,519
+3,599% +$170K 0.08% 167
2022
Q4 		$5K Sell
70
-130
-65% -$8.69K ﹤0.01% 325
2022
Q3 		$13.6K Hold
200
– – 0.01% 233
2022
Q2 		$14.3K Hold
200
– – 0.01% 255
2022
Q1 		$14.5K Buy
+200
New +$13.5K 0.01% 261

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 $1.88B AUM 29.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WR Wealth Planners's SO Position: Q4 2024 in Review

WR Wealth Planners increased its Southern Company (SO) stake by 2.6% in Q4 2024, buying an estimated $5.62K and bringing the position to 2,542 shares worth $209K. The position accounts for 0.07% of the portfolio, ranked #152.

WR Wealth Planners first reported a position in SO in Q1 2022 and has held it in 11 quarters since. The position peaked at $223K in Q3 2024. 2,121 funds tracked by Wall St. Rank hold SO as of Q4 2024.

  • WR Wealth Planners held 2,542 shares of Southern Company worth $209K as of Q4 2024.
  • WR Wealth Planners bought 64 Southern Company shares in Q4 2024, an estimated $5.62K.
  • Southern Company made up 0.07% of WR Wealth Planners's portfolio in Q4 2024, its #152 holding.
  • WR Wealth Planners first reported a position in Southern Company in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's Southern Company position peaked at $223K in Q3 2024.
  • 2,121 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.