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Dixon Hughes Goodman Wealth Advisors’s Southern Company SO Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$1.1M Buy
15,149
+417
+3% +$28.2K 0.31% 50
2021
Q4 		$1.01M Buy
+14,732
New +$939K 0.33% 47

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Dixon Hughes Goodman Wealth Advisors's SO Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Southern Company (SO) stake by 2.8% in Q1 2022, buying an estimated $28.2K and bringing the position to 15,149 shares worth $1.1M. The position accounts for 0.31% of the portfolio, ranked #50.

Dixon Hughes Goodman Wealth Advisors first reported a position in SO in Q4 2021 and has held it in 2 quarters since. 1,699 funds tracked by Wall St. Rank hold SO as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 15,149 shares of Southern Company worth $1.1M as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 417 Southern Company shares in Q1 2022, an estimated $28.2K.
  • Southern Company made up 0.31% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #50 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Southern Company in Q4 2021 and has held it in 2 quarters since.
  • 1,699 funds tracked by Wall St. Rank held Southern Company as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.