Cedar Brook Financial Partners’s Southern Company SO Stock Holding History

Cedar Brook Financial Partners’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 Q4	–	Sell	-3,167	Closed	-$215K	–	388
2022 Q3	$215K	Sell	3,167 -1,436	-31%	-$109K	0.07%	308
2022 Q2	$328K	Sell	4,603 -923	-17%	-$67.8K	0.1%	225
2022 Q1	$401K	Sell	5,526 -1,505	-21%	-$102K	0.1%	216
2021 Q4	$482K	Buy	+7,031	New	+$448K	0.12%	188
2021 Q1	–	Sell	-4,782	Closed	-$294K	–	345
2020 Q4	$294K	Sell	4,782 -299	-6%	-$18K	0.1%	215
2020 Q3	$275K	Buy	5,081 +85	+2%	+$4.54K	0.11%	215
2020 Q2	$259K	Buy	4,996 +117	+2%	+$6.5K	0.12%	217
2020 Q1	$264K	Buy	4,879 +20	+0.4%	+$1.27K	0.15%	183
2019 Q4	$310K	Buy	+4,859	New	+$301K	0.13%	196

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Cedar Brook Financial Partners's SO Position: Q4 2022 in Review

Cedar Brook Financial Partners sold out of Southern Company (SO) in Q4 2022, closing a stake of 3,167 shares — an estimated $215K sold.

Cedar Brook Financial Partners first reported a position in SO in Q4 2019 and held it in 9 quarters. The position peaked at $482K in Q4 2021. 1,733 funds tracked by Wall St. Rank hold SO as of Q4 2022.

Cedar Brook Financial Partners reported no remaining Southern Company position as of Q4 2022 after selling out during the quarter.
Cedar Brook Financial Partners sold 3,167 Southern Company shares in Q4 2022, an estimated $215K.
Cedar Brook Financial Partners first reported a position in Southern Company in Q4 2019 and held it in 9 quarters.
Cedar Brook Financial Partners's Southern Company position peaked at $482K in Q4 2021.
1,733 funds tracked by Wall St. Rank held Southern Company as of Q4 2022.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2022, filed 1 Feb 2023.