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ARS Wealth Advisors’s Southern Company SO Stock Holding History

ARS Wealth Advisors’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
Q2 		$956K Buy
15,798
+31
+0.2% +$1.98K 0.17% 54
2021
Q1 		$980K Sell
15,767
-296
-2% -$17.7K 0.21% 47
2020
Q4 		$987K Buy
16,063
+225
+1% +$13.5K 0.21% 46
2020
Q3 		$859K Buy
15,838
+219
+1% +$11.7K 0.24% 41
2020
Q2 		$810K Buy
15,619
+142
+0.9% +$7.89K 0.25% 45
2020
Q1 		$838K Sell
15,477
-746
-5% -$47.3K 0.35% 36
2019
Q4 		$1.03M Sell
16,223
-592
-4% -$36.7K 0.3% 45
2019
Q3 		$1.04M Sell
16,815
-2,008
-11% -$116K 0.33% 45
2019
Q2 		$1.04M Buy
18,823
+992
+6% +$53.1K 0.33% 44
2019
Q1 		$922K Buy
17,831
+708
+4% +$34.7K 0.29% 48
2018
Q4 		$752K Buy
17,123
+84
+0.5% +$3.82K 0.27% 50
2018
Q3 		$743K Buy
17,039
+674
+4% +$31.1K 0.25% 57
2018
Q2 		$758K Buy
16,365
+485
+3% +$21.7K 0.27% 53
2018
Q1 		$709K Sell
15,880
-4,148
-21% -$184K 0.26% 52
2017
Q4 		$963K Sell
20,028
-620
-3% -$31.6K 0.36% 51
2017
Q3 		$1.01M Buy
20,648
+225
+1% +$10.9K 0.39% 50
2017
Q2 		$978K Buy
20,423
+40
+0.2% +$2K 0.4% 47
2017
Q1 		$1.01M Sell
20,383
-589
-3% -$29.1K 0.43% 42
2016
Q4 		$1.03M Buy
20,972
+3,217
+18% +$158K 0.46% 33
2016
Q3 		$911K Buy
17,755
+1,316
+8% +$69.3K 0.39% 31
2016
Q2 		$882K Buy
16,439
+181
+1% +$9.1K 0.38% 29
2016
Q1 		$841K Buy
16,258
+2,000
+14% +$97.4K 0.39% 29
2015
Q4 		$667K Hold
14,258
– – 0.34% 30
2015
Q3 		$637K Buy
14,258
+1,543
+12% +$67.7K 0.32% 27
2015
Q2 		$533K Hold
12,715
– – 0.24% 33
2015
Q1 		$563K Sell
12,715
-440
-3% -$20.9K 0.24% 31
2014
Q4 		$646K Buy
13,155
+163
+1% +$7.7K 0.28% 30
2014
Q3 		$567K Sell
12,992
-650
-5% -$28.6K 0.26% 33
2014
Q2 		$619K Buy
13,642
+9,013
+195% +$399K 0.3% 30
2014
Q1 		$203K Sell
4,629
-493
-10% -$20.7K 0.12% 62
2013
Q4 		$211K Buy
+5,122
New +$211K 0.13% 62

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

ARS Wealth Advisors's SO Position: Q2 2021 in Review

ARS Wealth Advisors increased its Southern Company (SO) stake by 0.2% in Q2 2021, buying an estimated $1.98K and bringing the position to 15,798 shares worth $956K. The position accounts for 0.17% of the portfolio, ranked #54.

ARS Wealth Advisors first reported a position in SO in Q4 2013 and has held it in 31 quarters since. The position peaked at $1.04M in Q2 2019. 1,505 funds tracked by Wall St. Rank hold SO as of Q2 2021.

  • ARS Wealth Advisors held 15,798 shares of Southern Company worth $956K as of Q2 2021.
  • ARS Wealth Advisors bought 31 Southern Company shares in Q2 2021, an estimated $1.98K.
  • Southern Company made up 0.17% of ARS Wealth Advisors's portfolio in Q2 2021, its #54 holding.
  • ARS Wealth Advisors first reported a position in Southern Company in Q4 2013 and has held it in 31 quarters since.
  • ARS Wealth Advisors's Southern Company position peaked at $1.04M in Q2 2019.
  • 1,505 funds tracked by Wall St. Rank held Southern Company as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.