BBHBI
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B, B, H, & B Inc’s Southern Company SO Stock Holding History

B, B, H, & B Inc’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
Q1 		$671K Hold
9,252
– – 0.63% 22
2021
Q4 		$634K Buy
+9,252
New +$590K 0.53% 24
2021
Q1 		– Sell
-2,529
Closed -$155K – 123
2020
Q4 		$155K Buy
+2,529
New +$152K 0.13% 32

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

B, B, H, & B Inc's SO Position: Q1 2022 in Review

B, B, H, & B Inc held its Southern Company (SO) position steady in Q1 2022 at 9,252 shares worth $671K. The position accounts for 0.63% of the portfolio, ranked #22.

B, B, H, & B Inc first reported a position in SO in Q4 2020 and has held it in 3 quarters since. 1,699 funds tracked by Wall St. Rank hold SO as of Q1 2022.

  • B, B, H, & B Inc held 9,252 shares of Southern Company worth $671K as of Q1 2022.
  • B, B, H, & B Inc left its Southern Company share count unchanged in Q1 2022.
  • Southern Company made up 0.63% of B, B, H, & B Inc's portfolio in Q1 2022, its #22 holding.
  • B, B, H, & B Inc first reported a position in Southern Company in Q4 2020 and has held it in 3 quarters since.
  • 1,699 funds tracked by Wall St. Rank held Southern Company as of Q1 2022.

Based on B, B, H, & B Inc's 13F filing for Q1 2022, filed 10 May 2022.