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Credential Qtrade Securities’s Southern Company SO Stock Holding History

Credential Qtrade Securities’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
-39
Closed -$2.71K – 414
2023
Q1 		$2.71K Buy
+39
New +$2.63K ﹤0.01% 345
2019
Q3 		– Sell
-165
Closed -$9.12K – 306
2019
Q2 		$9.12K Buy
+165
New +$8.83K ﹤0.01% 243

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Credential Qtrade Securities's SO Position: Q2 2023 in Review

Credential Qtrade Securities sold out of Southern Company (SO) in Q2 2023, closing a stake of 39 shares — an estimated $2.71K sold.

Credential Qtrade Securities first reported a position in SO in Q2 2019 and held it in 2 quarters. The position peaked at $9.12K in Q2 2019. 1,722 funds tracked by Wall St. Rank hold SO as of Q2 2023.

  • Credential Qtrade Securities reported no remaining Southern Company position as of Q2 2023 after selling out during the quarter.
  • Credential Qtrade Securities sold 39 Southern Company shares in Q2 2023, an estimated $2.71K.
  • Credential Qtrade Securities first reported a position in Southern Company in Q2 2019 and held it in 2 quarters.
  • Credential Qtrade Securities's Southern Company position peaked at $9.12K in Q2 2019.
  • 1,722 funds tracked by Wall St. Rank held Southern Company as of Q2 2023.

Based on Credential Qtrade Securities's 13F filing for Q2 2023, filed 21 Jul 2025.