Column Capital Advisors’s Southern Company SO Stock Holding History

Column Capital 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 Q3	$104K	Buy	1,606 +1	+0.1%	+$69	0.02%	214
2023 Q2	$113K	Hold	1,605	–	–	0.02%	203
2023 Q1	$112K	Sell	1,605 -26	-2%	-$1.75K	0.02%	207
2022 Q4	$116K	Sell	1,631 -775	-32%	-$51.8K	0.02%	185
2022 Q3	$164K	Sell	2,406 -400	-14%	-$30.3K	0.03%	139
2022 Q2	$200K	Hold	2,806	–	–	0.04%	116
2022 Q1	$203K	Sell	2,806 -25	-0.9%	-$1.69K	0.04%	131
2021 Q4	$194K	Buy	2,831 +1,426	+101%	+$90.9K	0.04%	133
2021 Q3	$87K	Hold	1,405	–	–	0.02%	201
2021 Q2	$85K	Sell	1,405 -300	-18%	-$19.2K	0.02%	205
2021 Q1	$106K	Sell	1,705 -1	-0.1%	-$60	0.02%	171
2020 Q4	$105K	Sell	1,706 -299	-15%	-$18K	0.03%	162
2020 Q3	$109K	Hold	2,005	–	–	0.03%	153
2020 Q2	$104K	Sell	2,005 -1	-0%	-$56	0.04%	146
2020 Q1	$109K	Buy	2,006 +1	+0%	+$63	0.04%	112
2019 Q4	$127K	Buy	+2,005	New	+$124K	0.06%	119

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

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

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return