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Berman Capital Advisors’s Southern Company SO Stock Holding History

Berman Capital 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
Q3 		$306K Buy
4,961
+1,212
+32% +$78K 0.05% 200
2021
Q2 		$226K Buy
3,749
+964
+35% +$61.7K 0.04% 212
2021
Q1 		$172K Buy
2,785
+145
+5% +$8.68K 0.04% 212
2020
Q4 		$162K Sell
2,640
-738
-22% -$44.4K 0.04% 192
2020
Q3 		$181K Buy
3,378
+946
+39% +$50.6K 0.05% 153
2020
Q2 		$124K Buy
2,432
+90
+4% +$5K 0.03% 198
2020
Q1 		$125K Buy
2,342
+596
+34% +$37.8K 0.04% 168
2019
Q4 		$110K Buy
1,746
+2
+0.1% +$124 0.03% 214
2019
Q3 		$107K Buy
1,744
+2
+0.1% +$116 0.03% 206
2019
Q2 		$95K Buy
1,742
+140
+9% +$7.5K 0.03% 213
2019
Q1 		$82K Buy
1,602
+546
+52% +$26.8K 0.03% 217
2018
Q4 		$45K Buy
+1,056
New +$48K 0.02% 262

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 $315B AUM 27.84% 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

Berman Capital Advisors's SO Position: Q3 2021 in Review

Berman Capital Advisors increased its Southern Company (SO) stake by 32% in Q3 2021, buying an estimated $78K and bringing the position to 4,961 shares worth $306K. The position accounts for 0.05% of the portfolio, ranked #200.

Berman Capital Advisors first reported a position in SO in Q4 2018 and has held it in 12 quarters since. 1,489 funds tracked by Wall St. Rank hold SO as of Q3 2021.

  • Berman Capital Advisors held 4,961 shares of Southern Company worth $306K as of Q3 2021.
  • Berman Capital Advisors bought 1,212 Southern Company shares in Q3 2021, an estimated $78K.
  • Southern Company made up 0.05% of Berman Capital Advisors's portfolio in Q3 2021, its #200 holding.
  • Berman Capital Advisors first reported a position in Southern Company in Q4 2018 and has held it in 12 quarters since.
  • 1,489 funds tracked by Wall St. Rank held Southern Company as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.