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BCM Advisors’s Southern Company SO Stock Holding History

BCM 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
Q4 		– Sell
-71,158
Closed -$4.44M – 55
2021
Q3 		$4.44M Sell
71,158
-1,880
-3% -$121K 1.19% 9
2021
Q2 		$4.59M Sell
73,038
-4,004
-5% -$256K 1.24% 9
2021
Q1 		$5.03M Sell
77,042
-349
-0.5% -$20.9K 1.52% 9
2020
Q4 		$4.75M Sell
77,391
-1,600
-2% -$96.2K 1.56% 11
2020
Q3 		$4.61M Sell
78,991
-200
-0.3% -$10.7K 1.7% 11
2020
Q2 		$4.11M Sell
79,191
-180
-0.2% -$10K 1.72% 12
2020
Q1 		$4.3M Sell
79,371
-3,026
-4% -$192K 2.07% 12
2019
Q4 		$5.25M Buy
82,397
+1
+0% +$62 1.91% 14
2019
Q3 		$5.09M Sell
82,396
-1,030
-1% -$59.7K 2.19% 13
2019
Q2 		$4.61M Buy
83,426
+255
+0.3% +$13.7K 2.11% 13
2019
Q1 		$4.3M Sell
83,171
-1
-0% -$49 2.03% 14
2018
Q4 		$3.65M Buy
83,172
+1
+0% +$45 1.86% 16
2018
Q3 		$3.63M Sell
83,171
-529
-0.6% -$24.4K 1.9% 15
2018
Q2 		$3.88M Hold
83,700
– – 2.14% 14
2018
Q1 		$3.74M Sell
83,700
-700
-0.8% -$31.1K 2.21% 15
2017
Q4 		$4.06M Hold
84,400
– – 2.34% 12
2017
Q3 		$4.15M Hold
84,400
– – 2.55% 12
2017
Q2 		$4.04M Sell
84,400
-1,500
-2% -$75.2K 2.55% 12
2017
Q1 		$4.28M Hold
85,900
– – 2.7% 12
2016
Q4 		$4.22M Buy
+85,900
New +$4.22M 2.79% 13

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
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

BCM Advisors's SO Position: Q4 2021 in Review

BCM Advisors sold out of Southern Company (SO) in Q4 2021, closing a stake of 71,158 shares — an estimated $4.44M sold.

BCM Advisors first reported a position in SO in Q4 2016 and held it in 20 quarters. The position peaked at $5.25M in Q4 2019. 1,653 funds tracked by Wall St. Rank hold SO as of Q4 2021.

  • BCM Advisors reported no remaining Southern Company position as of Q4 2021 after selling out during the quarter.
  • BCM Advisors sold 71,158 Southern Company shares in Q4 2021, an estimated $4.44M.
  • BCM Advisors first reported a position in Southern Company in Q4 2016 and held it in 20 quarters.
  • BCM Advisors's Southern Company position peaked at $5.25M in Q4 2019.
  • 1,653 funds tracked by Wall St. Rank held Southern Company as of Q4 2021.

Based on BCM Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.