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Briaud Financial Planning’s Southern Company SO Stock Holding History

Briaud Financial 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
2023
Q4 		– Sell
-30
Closed -$1K – 141
2023
Q3 		$1K Buy
+30
New +$2.08K ﹤0.01% 155

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Briaud Financial Planning's SO Position: Q4 2023 in Review

Briaud Financial Planning sold out of Southern Company (SO) in Q4 2023, closing a stake of 30 shares — an estimated $1K sold.

Briaud Financial Planning first reported a position in SO in Q3 2023 and held it in 1 quarter. The position peaked at $1K in Q3 2023. 1,836 funds tracked by Wall St. Rank hold SO as of Q4 2023.

  • Briaud Financial Planning reported no remaining Southern Company position as of Q4 2023 after selling out during the quarter.
  • Briaud Financial Planning sold 30 Southern Company shares in Q4 2023, an estimated $1K.
  • Briaud Financial Planning first reported a position in Southern Company in Q3 2023 and held it in 1 quarter.
  • Briaud Financial Planning's Southern Company position peaked at $1K in Q3 2023.
  • 1,836 funds tracked by Wall St. Rank held Southern Company as of Q4 2023.

Based on Briaud Financial Planning's 13F filing for Q4 2023, filed 2 Feb 2024.