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Domani Wealth’s Southern Company SO Stock Holding History

Domani Wealth’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
Q1 		$331K Sell
4,752
-333
-7% -$22.4K 0.08% 90
2022
Q4 		$363K Buy
5,085
+68
+1% +$4.55K 0.09% 91
2022
Q3 		$341K Buy
5,017
+333
+7% +$25.2K 0.1% 78
2022
Q2 		$334K Sell
4,684
-700
-13% -$51.4K 0.09% 88
2022
Q1 		$390K Hold
5,384
– – 0.08% 94
2021
Q4 		$369K Buy
5,384
+800
+17% +$51K 0.07% 95
2021
Q3 		$284K Sell
4,584
-19
-0.4% -$1.22K 0.06% 98
2021
Q2 		$279K Hold
4,603
– – 0.06% 104
2021
Q1 		$286K Buy
4,603
+56
+1% +$3.35K 0.06% 111
2020
Q4 		$279K Buy
4,547
+19
+0.4% +$1.14K 0.06% 106
2020
Q3 		$246K Sell
4,528
-45
-1% -$2.4K 0.05% 108
2020
Q2 		$237K Buy
4,573
+45
+1% +$2.5K 0.06% 112
2020
Q1 		$245K Buy
+4,528
New +$287K 0.07% 111
2016
Q4 		– Sell
-4,262
Closed -$219K – 113
2016
Q3 		$219K Sell
4,262
-1,215
-22% -$64K 0.08% 107
2016
Q2 		$294K Sell
5,477
-352
-6% -$17.7K 0.11% 87
2016
Q1 		$302K Buy
5,829
+266
+5% +$13K 0.11% 96
2015
Q4 		$260K Buy
5,563
+1,034
+23% +$46.9K 0.1% 103
2015
Q3 		$202K Buy
+4,529
New +$199K 0.11% 96

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

Domani Wealth's SO Position: Q1 2023 in Review

Domani Wealth reduced its Southern Company (SO) stake by 6.5% in Q1 2023, selling an estimated $22.4K and leaving 4,752 shares worth $331K. The position accounts for 0.08% of the portfolio, ranked #90.

Domani Wealth first reported a position in SO in Q3 2015 and has held it in 18 quarters since. The position peaked at $390K in Q1 2022. 1,702 funds tracked by Wall St. Rank hold SO as of Q1 2023.

  • Domani Wealth held 4,752 shares of Southern Company worth $331K as of Q1 2023.
  • Domani Wealth sold 333 Southern Company shares in Q1 2023, an estimated $22.4K.
  • Southern Company made up 0.08% of Domani Wealth's portfolio in Q1 2023, its #90 holding.
  • Domani Wealth first reported a position in Southern Company in Q3 2015 and has held it in 18 quarters since.
  • Domani Wealth's Southern Company position peaked at $390K in Q1 2022.
  • 1,702 funds tracked by Wall St. Rank held Southern Company as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.