6 Meridian’s Southern Company SO Stock Holding History

6 Meridian’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
2021 Q4	$6.23M	Sell	90,782 -1,285	-1%	-$81.9K	0.46%	38
2021 Q3	$5.71M	Buy	92,067 +50,203	+120%	+$3.23M	0.45%	37
2021 Q2	$2.53M	Sell	41,864 -1,197	-3%	-$76.6K	0.2%	83
2021 Q1	$2.68M	Buy	43,061 +3,999	+10%	+$239K	0.23%	72
2020 Q4	$2.4M	Buy	+39,062	New	+$2.35M	0.23%	73
2020 Q3	–	Sell	-128,678	Closed	-$6.67M	–	374
2020 Q2	$6.67M	Sell	128,678 -246,372	-66%	-$13.7M	0.71%	18
2020 Q1	$20.3M	Buy	375,050 +51,563	+16%	+$3.27M	2.13%	4
2019 Q4	$20.6M	Buy	323,487 +5,103	+2%	+$316K	1.8%	7
2019 Q3	$19.7M	Buy	318,384 +308,106	+2,998%	+$17.9M	1.93%	6
2019 Q2	$568K	Buy	10,278 +181	+2%	+$9.69K	0.06%	217
2019 Q1	$522K	Sell	10,097 -587	-5%	-$28.8K	0.05%	247
2018 Q4	$469K	Sell	10,684 -115	-1%	-$5.23K	0.05%	271
2018 Q3	$471K	Buy	+10,799	New	+$498K	0.05%	347

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

6 Meridian's SO Position: Q4 2021 in Review

6 Meridian reduced its Southern Company (SO) stake by 1.4% in Q4 2021, selling an estimated $81.9K and leaving 90,782 shares worth $6.23M. The position accounts for 0.46% of the portfolio, ranked #38.

6 Meridian first reported a position in SO in Q3 2018 and has held it in 13 quarters since. The position peaked at $20.6M in Q4 2019. 1,652 funds tracked by Wall St. Rank hold SO as of Q4 2021.

6 Meridian held 90,782 shares of Southern Company worth $6.23M as of Q4 2021.
6 Meridian sold 1,285 Southern Company shares in Q4 2021, an estimated $81.9K.
Southern Company made up 0.46% of 6 Meridian's portfolio in Q4 2021, its #38 holding.
6 Meridian first reported a position in Southern Company in Q3 2018 and has held it in 13 quarters since.
6 Meridian's Southern Company position peaked at $20.6M in Q4 2019.
1,652 funds tracked by Wall St. Rank held Southern Company as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.