DB Wealth Management Group’s Southern Company SO Stock Holding History

DB Wealth Management Group’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 Q4	$3.51K	Hold	50	–	–	﹤0.01%	332
2023 Q3	$3.24K	Hold	50	–	–	﹤0.01%	325
2023 Q2	$3.51K	Hold	50	–	–	﹤0.01%	324
2023 Q1	$3.48K	Hold	50	–	–	﹤0.01%	316
2022 Q4	$3.57K	Buy	+50	New	+$3.34K	﹤0.01%	312
2022 Q1	–	Sell	-50	Closed	-$3K	–	380
2021 Q4	$3K	Hold	50	–	–	﹤0.01%	328
2021 Q3	$3K	Hold	50	–	–	﹤0.01%	318
2021 Q2	$3K	Hold	50	–	–	﹤0.01%	322
2021 Q1	$3K	Hold	50	–	–	﹤0.01%	333
2020 Q4	$3K	Buy	+50	New	+$3.01K	﹤0.01%	329

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

DB Wealth Management Group's SO Position: Q4 2023 in Review

DB Wealth Management Group held its Southern Company (SO) position steady in Q4 2023 at 50 shares worth $3.51K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

DB Wealth Management Group first reported a position in SO in Q4 2020 and has held it in 10 quarters since. The position peaked at $3.57K in Q4 2022. 1,836 funds tracked by Wall St. Rank hold SO as of Q4 2023.

DB Wealth Management Group held 50 shares of Southern Company worth $3.51K as of Q4 2023.
DB Wealth Management Group left its Southern Company share count unchanged in Q4 2023.
Southern Company made up ﹤0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #332 holding.
DB Wealth Management Group first reported a position in Southern Company in Q4 2020 and has held it in 10 quarters since.
DB Wealth Management Group's Southern Company position peaked at $3.57K in Q4 2022.
1,836 funds tracked by Wall St. Rank held Southern Company as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.