B. Riley Wealth Management’s Southern Company SO Stock Holding History

B. Riley 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	$1.59K	Buy	22,329 +12,008	+116%	+$882K	﹤0.01%	242
2022 Q1	$748K	Sell	10,321 -2,993	-22%	-$203K	0.06%	253
2021 Q4	$913K	Sell	13,314 -255	-2%	-$16.3K	0.06%	249
2021 Q3	$841K	Buy	+13,569	New	+$874K	0.06%	248
2020 Q3	–	Sell	-6,920	Closed	-$359K	–	516
2020 Q2	$359K	Sell	6,920 -10,864	-61%	-$604K	0.04%	268
2020 Q1	$963K	Buy	17,784 +11,651	+190%	+$738K	0.1%	181
2019 Q4	$391K	Sell	6,133 -137	-2%	-$8.49K	0.06%	246
2019 Q3	$387K	Buy	+6,270	New	+$363K	0.07%	238
2015 Q3	–	Sell	-917	Closed	-$38K	–	651
2015 Q2	$38K	Sell	917 -305	-25%	-$13.3K	0.03%	475
2015 Q1	$54K	Sell	1,222 -389	-24%	-$18.5K	0.04%	395
2014 Q4	$79K	Buy	1,611 +365	+29%	+$17.2K	0.06%	313
2014 Q3	$54K	Buy	1,246 +11	+0.9%	+$483	0.04%	395
2014 Q2	$56K	Buy	1,235 +251	+26%	+$11.1K	0.04%	446
2014 Q1	$43K	Buy	+984	New	+$41.2K	0.03%	469

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

B. Riley Wealth Management's SO Position: Q2 2022 in Review

B. Riley Wealth Management increased its Southern Company (SO) stake by 116% in Q2 2022, buying an estimated $882K and bringing the position to 22,329 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

B. Riley Wealth Management first reported a position in SO in Q1 2014 and has held it in 14 quarters since. The position peaked at $963K in Q1 2020. 1,680 funds tracked by Wall St. Rank hold SO as of Q2 2022.

B. Riley Wealth Management held 22,329 shares of Southern Company worth $1.59K as of Q2 2022.
B. Riley Wealth Management bought 12,008 Southern Company shares in Q2 2022, an estimated $882K.
Southern Company made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #242 holding.
B. Riley Wealth Management first reported a position in Southern Company in Q1 2014 and has held it in 14 quarters since.
B. Riley Wealth Management's Southern Company position peaked at $963K in Q1 2020.
1,680 funds tracked by Wall St. Rank held Southern Company as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.