Altium Wealth Management’s Southern Company SO Stock Holding History

Altium 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 Q2	$1.29M	Buy	18,146 +3,210	+21%	+$236K	0.09%	133
2022 Q1	$1.08M	Buy	14,936 +2,065	+16%	+$140K	0.07%	147
2021 Q4	$883K	Buy	12,871 +720	+6%	+$45.9K	0.06%	170
2021 Q3	$753K	Sell	12,151 -253	-2%	-$16.3K	0.05%	165
2021 Q2	$751K	Buy	12,404 +547	+5%	+$35K	0.06%	162
2021 Q1	$737K	Buy	11,857 +1,872	+19%	+$112K	0.06%	155
2020 Q4	$613K	Buy	9,985 +2,822	+39%	+$170K	0.05%	159
2020 Q3	$388K	Sell	7,163 -1,271	-15%	-$67.9K	0.04%	227
2020 Q2	$437K	Sell	8,434 -750	-8%	-$41.7K	0.05%	197
2020 Q1	$497K	Buy	+9,184	New	+$582K	0.07%	136

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

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

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

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

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

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

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

Altium Wealth Management's SO Position: Q2 2022 in Review

Altium Wealth Management increased its Southern Company (SO) stake by 21% in Q2 2022, buying an estimated $236K and bringing the position to 18,146 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #133.

Altium Wealth Management first reported a position in SO in Q1 2020 and has held it in 10 quarters since. 1,680 funds tracked by Wall St. Rank hold SO as of Q2 2022.

Altium Wealth Management held 18,146 shares of Southern Company worth $1.29M as of Q2 2022.
Altium Wealth Management bought 3,210 Southern Company shares in Q2 2022, an estimated $236K.
Southern Company made up 0.09% of Altium Wealth Management's portfolio in Q2 2022, its #133 holding.
Altium Wealth Management first reported a position in Southern Company in Q1 2020 and has held it in 10 quarters since.
1,680 funds tracked by Wall St. Rank held Southern Company as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.