BT Wealth Management’s Southern Company SO Stock Holding History

BT 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
2022 Q2	$928K	Hold	13,016	–	–	0.26%	23
2022 Q1	$944K	Sell	13,016 -60	-0.5%	-$4.06K	0.25%	26
2021 Q4	$897K	Buy	13,076 +6,025	+85%	+$384K	0.24%	26
2021 Q3	$437K	Hold	7,051	–	–	0.14%	35
2021 Q2	$427K	Hold	7,051	–	–	0.13%	37
2021 Q1	$438K	Hold	7,051	–	–	0.15%	36
2020 Q4	$433K	Sell	7,051 -28	-0.4%	-$1.68K	0.16%	34
2020 Q3	$384K	Sell	7,079 -6,072	-46%	-$325K	0.17%	36
2020 Q2	$682K	Sell	13,151 -750	-5%	-$41.7K	0.35%	25
2020 Q1	$753K	Sell	13,901 -3,562	-20%	-$226K	0.43%	23
2019 Q4	$1.11M	Buy	17,463 +4,312	+33%	+$267K	0.57%	24
2019 Q3	$812K	Hold	13,151	–	–	0.45%	26
2019 Q2	$756K	Hold	13,151	–	–	0.44%	25
2019 Q1	$680K	Sell	13,151 -1,697	-11%	-$83.2K	0.4%	29
2018 Q4	$731K	Buy	+14,848	New	+$675K	0.32%	39

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BT Wealth Management's SO Position: Q2 2022 in Review

BT Wealth Management held its Southern Company (SO) position steady in Q2 2022 at 13,016 shares worth $928K. The position accounts for 0.26% of the portfolio, ranked #23.

BT Wealth Management first reported a position in SO in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.11M in Q4 2019. 1,680 funds tracked by Wall St. Rank hold SO as of Q2 2022.

BT Wealth Management held 13,016 shares of Southern Company worth $928K as of Q2 2022.
BT Wealth Management left its Southern Company share count unchanged in Q2 2022.
Southern Company made up 0.26% of BT Wealth Management's portfolio in Q2 2022, its #23 holding.
BT Wealth Management first reported a position in Southern Company in Q4 2018 and has held it in 15 quarters since.
BT Wealth Management's Southern Company position peaked at $1.11M in Q4 2019.
1,680 funds tracked by Wall St. Rank held Southern Company as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.