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BerganKDV Wealth Management’s Southern Company SO Stock Holding History

BerganKDV 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
2023
Q2 		$139K Sell
1,984
-10
-0.5% -$717 0.01% 261
2023
Q1 		$139K Sell
1,994
-127
-6% -$8.55K 0.01% 276
2022
Q4 		$151K Buy
2,121
+131
+7% +$8.76K 0.02% 258
2022
Q3 		$135K Sell
1,990
-337
-14% -$25.5K 0.02% 261
2022
Q2 		$166K Buy
2,327
+1
+0% +$73 0.02% 252
2022
Q1 		$169K Buy
2,326
+2
+0.1% +$135 0.02% 255
2021
Q4 		$159K Sell
2,324
-598
-20% -$38.1K 0.02% 280
2021
Q3 		$181K Buy
2,922
+1
+0% +$64 0.02% 253
2021
Q2 		$177K Buy
2,921
+602
+26% +$38.5K 0.02% 256
2021
Q1 		$144K Buy
2,319
+2
+0.1% +$120 0.02% 265
2020
Q4 		$142K Buy
2,317
+2
+0.1% +$120 0.02% 247
2020
Q3 		$126K Buy
2,315
+2
+0.1% +$107 0.02% 245
2020
Q2 		$120K Sell
2,313
-294
-11% -$16.3K 0.02% 265
2020
Q1 		$141K Buy
2,607
+2
+0.1% +$127 0.03% 230
2019
Q4 		$166K Buy
2,605
+69
+3% +$4.28K 0.03% 237
2019
Q3 		$157K Buy
2,536
+2
+0.1% +$116 0.03% 221
2019
Q2 		$140K Sell
2,534
-98
-4% -$5.25K 0.03% 239
2019
Q1 		$136K Buy
2,632
+2
+0.1% +$98 0.03% 248
2018
Q4 		$116K Buy
2,630
+97
+4% +$4.41K 0.03% 221
2018
Q3 		$110K Sell
2,533
-284
-10% -$13.1K 0.02% 247
2018
Q2 		$130K Buy
+2,817
New +$126K 0.03% 227
2018
Q1 		– Sell
-7,066
Closed -$340K – 203
2017
Q4 		$340K Sell
7,066
-26
-0.4% -$1.32K 0.08% 147
2017
Q3 		$349K Sell
7,092
-439
-6% -$21.3K 0.09% 152
2017
Q2 		$361K Buy
7,531
+1
+0% +$50 0.1% 134
2017
Q1 		$375K Sell
7,530
-3,033
-29% -$150K 0.11% 130
2016
Q4 		$520K Sell
10,563
-1,742
-14% -$85.6K 0.17% 113
2016
Q3 		$631K Buy
12,305
+3,181
+35% +$168K 0.22% 98
2016
Q2 		$489K Hold
9,124
– – 0.21% 105
2016
Q1 		$472K Buy
+9,124
New +$444K 0.28% 95

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BerganKDV Wealth Management's SO Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Southern Company (SO) stake by 0.5% in Q2 2023, selling an estimated $717 and leaving 1,984 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #261.

BerganKDV Wealth Management first reported a position in SO in Q1 2016 and has held it in 29 quarters since. The position peaked at $631K in Q3 2016. 1,722 funds tracked by Wall St. Rank hold SO as of Q2 2023.

  • BerganKDV Wealth Management held 1,984 shares of Southern Company worth $139K as of Q2 2023.
  • BerganKDV Wealth Management sold 10 Southern Company shares in Q2 2023, an estimated $717.
  • Southern Company made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #261 holding.
  • BerganKDV Wealth Management first reported a position in Southern Company in Q1 2016 and has held it in 29 quarters since.
  • BerganKDV Wealth Management's Southern Company position peaked at $631K in Q3 2016.
  • 1,722 funds tracked by Wall St. Rank held Southern Company as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.