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C.M. Bidwell & Associates’s Southern Company SO Stock Holding History

C.M. Bidwell & Associates’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 		– Sell
-77
Closed -$6K – 550
2022
Q1 		$6K Hold
77
– – ﹤0.01% 399
2021
Q4 		$5K Hold
77
– – ﹤0.01% 440
2021
Q3 		$5K Hold
77
– – ﹤0.01% 456
2021
Q2 		$5K Buy
+77
New +$4.92K ﹤0.01% 468
2020
Q4 		– Sell
-39
Closed -$2K – 538
2020
Q3 		$2K Buy
+39
New +$2.08K ﹤0.01% 428

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

C.M. Bidwell & Associates's SO Position: Q2 2022 in Review

C.M. Bidwell & Associates sold out of Southern Company (SO) in Q2 2022, closing a stake of 77 shares — an estimated $6K sold.

C.M. Bidwell & Associates first reported a position in SO in Q3 2020 and held it in 5 quarters. The position peaked at $6K in Q1 2022. 1,680 funds tracked by Wall St. Rank hold SO as of Q2 2022.

  • C.M. Bidwell & Associates reported no remaining Southern Company position as of Q2 2022 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 77 Southern Company shares in Q2 2022, an estimated $6K.
  • C.M. Bidwell & Associates first reported a position in Southern Company in Q3 2020 and held it in 5 quarters.
  • C.M. Bidwell & Associates's Southern Company position peaked at $6K in Q1 2022.
  • 1,680 funds tracked by Wall St. Rank held Southern Company as of Q2 2022.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2022, filed 12 Aug 2022.