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Bernardo Wealth Planning’s Southern Company SO Stock Holding History

Bernardo Wealth Planning’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
Q1 		– Sell
-4,888
Closed -$300K – 140
2020
Q4 		$300K Buy
4,888
+16
+0.3% +$962 0.12% 133
2020
Q3 		$264K Sell
4,872
-206
-4% -$11K 0.12% 130
2020
Q2 		$263K Sell
5,078
-817
-14% -$45.4K 0.14% 116
2020
Q1 		$319K Sell
5,895
-208
-3% -$13.2K 0.22% 105
2019
Q4 		$388K Sell
6,103
-61
-1% -$3.78K 0.24% 105
2019
Q3 		$380K Sell
6,164
-353
-5% -$20.5K 0.28% 97
2019
Q2 		$360K Sell
6,517
-27
-0.4% -$1.45K 0.28% 98
2019
Q1 		$338K Sell
6,544
-107
-2% -$5.24K 0.27% 102
2018
Q4 		$292K Buy
+6,651
New +$302K 0.26% 103

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Bernardo Wealth Planning's SO Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Southern Company (SO) in Q1 2021, closing a stake of 4,888 shares — an estimated $300K sold.

Bernardo Wealth Planning first reported a position in SO in Q4 2018 and held it in 9 quarters. The position peaked at $388K in Q4 2019. 1,487 funds tracked by Wall St. Rank hold SO as of Q1 2021.

  • Bernardo Wealth Planning reported no remaining Southern Company position as of Q1 2021 after selling out during the quarter.
  • Bernardo Wealth Planning sold 4,888 Southern Company shares in Q1 2021, an estimated $300K.
  • Bernardo Wealth Planning first reported a position in Southern Company in Q4 2018 and held it in 9 quarters.
  • Bernardo Wealth Planning's Southern Company position peaked at $388K in Q4 2019.
  • 1,487 funds tracked by Wall St. Rank held Southern Company as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.