DWM
SO icon

Doyle Wealth Management’s Southern Company SO Stock Holding History

Doyle Wealth Management’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
Q3 		$3.19M Buy
46,940
+167
+0.4% +$12.7K 0.27% 71
2022
Q2 		$3.33M Sell
46,773
-1,504
-3% -$110K 0.27% 75
2022
Q1 		$3.5M Buy
48,277
+3,031
+7% +$205K 0.25% 76
2021
Q4 		$3.1M Buy
45,246
+1,463
+3% +$93.3K 0.22% 75
2021
Q3 		$2.71M Buy
43,783
+1,596
+4% +$103K 0.22% 75
2021
Q2 		$2.55M Buy
42,187
+1,862
+5% +$119K 0.21% 78
2021
Q1 		$2.51M Buy
40,325
+466
+1% +$27.9K 0.24% 74
2020
Q4 		$2.45M Buy
39,859
+6,147
+18% +$370K 0.25% 71
2020
Q3 		$1.83M Buy
33,712
+5,265
+19% +$281K 0.21% 71
2020
Q2 		$1.48M Buy
28,447
+4,195
+17% +$233K 0.19% 66
2020
Q1 		$1.31M Buy
24,252
+681
+3% +$43.1K 0.21% 58
2019
Q4 		$1.5M Buy
23,571
+2,289
+11% +$142K 0.19% 63
2019
Q3 		$1.31M Buy
21,282
+15,465
+266% +$896K 0.18% 70
2019
Q2 		$322K Sell
5,817
-554
-9% -$29.7K 0.04% 146
2019
Q1 		$340K Sell
6,371
-4,513
-41% -$221K 0.05% 140
2018
Q4 		$478K Sell
10,884
-162
-1% -$7.36K 0.08% 104
2018
Q3 		$482K Buy
11,046
+5
+0% +$230 0.07% 112
2018
Q2 		$511K Buy
11,041
+205
+2% +$9.18K 0.08% 105
2018
Q1 		$484K Sell
10,836
-74,254
-87% -$3.3M 0.08% 102
2017
Q4 		$4.09M Buy
85,090
+12
+0% +$611 0.69% 44
2017
Q3 		$4.18M Buy
85,078
+7,661
+10% +$371K 0.73% 44
2017
Q2 		$3.71M Sell
77,417
-534
-0.7% -$26.8K 0.69% 44
2017
Q1 		$3.88M Buy
+77,951
New +$3.85M 0.79% 41

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

Doyle Wealth Management's SO Position: Q3 2022 in Review

Doyle Wealth Management increased its Southern Company (SO) stake by 0.36% in Q3 2022, buying an estimated $12.7K and bringing the position to 46,940 shares worth $3.19M. The position accounts for 0.27% of the portfolio, ranked #71.

Doyle Wealth Management first reported a position in SO in Q1 2017 and has held it in 23 quarters since. The position peaked at $4.18M in Q3 2017. 1,658 funds tracked by Wall St. Rank hold SO as of Q3 2022.

  • Doyle Wealth Management held 46,940 shares of Southern Company worth $3.19M as of Q3 2022.
  • Doyle Wealth Management bought 167 Southern Company shares in Q3 2022, an estimated $12.7K.
  • Southern Company made up 0.27% of Doyle Wealth Management's portfolio in Q3 2022, its #71 holding.
  • Doyle Wealth Management first reported a position in Southern Company in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Southern Company position peaked at $4.18M in Q3 2017.
  • 1,658 funds tracked by Wall St. Rank held Southern Company as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.