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Copperwynd Financial’s Southern Company SO Stock Holding History

Copperwynd Financial’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
-28,569
Closed -$1.94M – 140
2022
Q3 		$1.94M Sell
28,569
-982
-3% -$74.4K 1.12% 19
2022
Q2 		$2.11M Buy
+29,551
New +$2.17M 1.24% 21

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Copperwynd Financial's SO Position: Q4 2022 in Review

Copperwynd Financial sold out of Southern Company (SO) in Q4 2022, closing a stake of 28,569 shares — an estimated $1.94M sold.

Copperwynd Financial first reported a position in SO in Q2 2022 and held it in 2 quarters. The position peaked at $2.11M in Q2 2022. 1,734 funds tracked by Wall St. Rank hold SO as of Q4 2022.

  • Copperwynd Financial reported no remaining Southern Company position as of Q4 2022 after selling out during the quarter.
  • Copperwynd Financial sold 28,569 Southern Company shares in Q4 2022, an estimated $1.94M.
  • Copperwynd Financial first reported a position in Southern Company in Q2 2022 and held it in 2 quarters.
  • Copperwynd Financial's Southern Company position peaked at $2.11M in Q2 2022.
  • 1,734 funds tracked by Wall St. Rank held Southern Company as of Q4 2022.

Based on Copperwynd Financial's 13F filing for Q4 2022, filed 2 Feb 2023.