Alterity Financial Group’s Southern Company SO Stock Holding History

Alterity Financial 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
2021 Q4	$932K	Buy	+35,636	New	+$2.27M	1%	27

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

Alterity Financial Group's SO Position: Q4 2021 in Review

Alterity Financial Group opened a new position in Southern Company (SO) in Q4 2021: 35,636 shares worth $932K. The stake represents 1% of the portfolio and ranks #27 among its holdings.

1,653 funds tracked by Wall St. Rank hold SO as of Q4 2021.

Alterity Financial Group held 35,636 shares of Southern Company worth $932K as of Q4 2021.
Southern Company was a new Alterity Financial Group position in Q4 2021.
Southern Company made up 1% of Alterity Financial Group's portfolio in Q4 2021, its #27 holding.
1,653 funds tracked by Wall St. Rank held Southern Company as of Q4 2021.

Based on Alterity Financial Group's 13F filing for Q4 2021, filed 14 Feb 2022.