Cascade Investment Advisors’s Southern Company SO Stock Holding History

Cascade Investment 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
2023 Q2	–	Sell	-600	Closed	-$41.7K	–	206
2023 Q1	$41.7K	Buy	+600	New	+$40.4K	0.03%	148
2022 Q3	–	Sell	-600	Closed	-$42.8K	–	199
2022 Q2	$42.8K	Hold	600	–	–	0.03%	157
2022 Q1	$43.5K	Hold	600	–	–	0.03%	170
2021 Q4	$41.1K	Hold	600	–	–	0.02%	176
2021 Q3	$37.2K	Hold	600	–	–	0.02%	172
2021 Q2	$36.3K	Hold	600	–	–	0.02%	178
2021 Q1	$37.3K	Hold	600	–	–	0.02%	175
2020 Q4	$36.9K	Hold	600	–	–	0.03%	176
2020 Q3	$32.5K	Hold	600	–	–	0.03%	172
2020 Q2	$31.1K	Hold	600	–	–	0.03%	167
2020 Q1	$32.5K	Hold	600	–	–	0.04%	158
2019 Q4	$38.2K	Hold	600	–	–	0.03%	166
2019 Q3	$37.1K	Hold	600	–	–	0.03%	165
2019 Q2	$33.2K	Hold	600	–	–	0.03%	163
2019 Q1	$31K	Hold	600	–	–	0.03%	154
2018 Q4	$26.4K	Hold	600	–	–	0.03%	159
2018 Q3	$26.2K	Hold	600	–	–	0.02%	156
2018 Q2	$27.8K	Hold	600	–	–	0.02%	153
2018 Q1	$26.8K	Hold	600	–	–	0.02%	151
2017 Q4	$28.9K	Hold	600	–	–	0.02%	145
2017 Q3	$29.5K	Buy	+600	New	+$29.1K	0.02%	139

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

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

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

Cascade Investment Advisors's SO Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Southern Company (SO) in Q2 2023, closing a stake of 600 shares — an estimated $41.7K sold.

Cascade Investment Advisors first reported a position in SO in Q3 2017 and held it in 21 quarters. The position peaked at $43.5K in Q1 2022. 1,722 funds tracked by Wall St. Rank hold SO as of Q2 2023.

Cascade Investment Advisors reported no remaining Southern Company position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 600 Southern Company shares in Q2 2023, an estimated $41.7K.
Cascade Investment Advisors first reported a position in Southern Company in Q3 2017 and held it in 21 quarters.
Cascade Investment Advisors's Southern Company position peaked at $43.5K in Q1 2022.
1,722 funds tracked by Wall St. Rank held Southern Company as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.