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Aevitas Wealth Management’s Southern Company SO Stock Holding History

Aevitas Wealth Management’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
2022
Q4 		$386K Buy
5,398
+17
+0.3% +$1.14K 0.23% 82
2022
Q3 		$366K Buy
5,381
+23
+0.4% +$1.74K 0.28% 82
2022
Q2 		$382K Buy
5,358
+25
+0.5% +$1.84K 0.26% 82
2022
Q1 		$387K Sell
5,333
-568
-10% -$38.5K 0.24% 85
2021
Q4 		$405K Buy
5,901
+28
+0.5% +$1.78K 0.24% 91
2021
Q3 		$364K Sell
5,873
-124
-2% -$7.98K 0.23% 96
2021
Q2 		$363K Buy
5,997
+27
+0.5% +$1.73K 0.23% 96
2021
Q1 		$371K Buy
5,970
+28
+0.5% +$1.68K 0.26% 87
2020
Q4 		$365K Buy
5,942
+876
+17% +$52.7K 0.27% 85
2020
Q3 		$275K Sell
5,066
-170
-3% -$9.09K 0.23% 87
2020
Q2 		$271K Buy
5,236
+27
+0.5% +$1.5K 0.25% 86
2020
Q1 		$282K Buy
5,209
+23
+0.4% +$1.46K 0.32% 80
2019
Q4 		$330K Buy
5,186
+224
+5% +$13.9K 0.31% 86
2019
Q3 		$307K Sell
4,962
-526
-10% -$30.5K 0.31% 86
2019
Q2 		$303K Sell
5,488
-474
-8% -$25.4K 0.3% 88
2019
Q1 		$308K Buy
5,962
+25
+0.4% +$1.23K 0.27% 85
2018
Q4 		$261K Buy
5,937
+27
+0.5% +$1.23K 0.27% 86
2018
Q3 		$258K Sell
5,910
-371
-6% -$17.1K 0.23% 95
2018
Q2 		$291K Buy
6,281
+27
+0.4% +$1.21K 0.28% 81
2018
Q1 		$279K Buy
6,254
+27
+0.4% +$1.2K 0.28% 86
2017
Q4 		$299K Buy
+6,227
New +$317K 0.28% 83

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aevitas Wealth Management's SO Position: Q4 2022 in Review

Aevitas Wealth Management increased its Southern Company (SO) stake by 0.32% in Q4 2022, buying an estimated $1.14K and bringing the position to 5,398 shares worth $386K. The position accounts for 0.23% of the portfolio, ranked #82.

Aevitas Wealth Management first reported a position in SO in Q4 2017 and has held it in 21 quarters since. The position peaked at $405K in Q4 2021. 1,733 funds tracked by Wall St. Rank hold SO as of Q4 2022.

  • Aevitas Wealth Management held 5,398 shares of Southern Company worth $386K as of Q4 2022.
  • Aevitas Wealth Management bought 17 Southern Company shares in Q4 2022, an estimated $1.14K.
  • Southern Company made up 0.23% of Aevitas Wealth Management's portfolio in Q4 2022, its #82 holding.
  • Aevitas Wealth Management first reported a position in Southern Company in Q4 2017 and has held it in 21 quarters since.
  • Aevitas Wealth Management's Southern Company position peaked at $405K in Q4 2021.
  • 1,733 funds tracked by Wall St. Rank held Southern Company as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.