EA Series Trust’s Southern Company SO Stock Holding History

EA Series Trust’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	$1.33M	Buy	+18,864	New	+$1.35M	0.05%	533

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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EA Series Trust's SO Position: Q2 2023 in Review

EA Series Trust opened a new position in Southern Company (SO) in Q2 2023: 18,864 shares worth $1.33M. The stake represents 0.05% of the portfolio and ranks #533 among its holdings.

1,722 funds tracked by Wall St. Rank hold SO as of Q2 2023.

EA Series Trust held 18,864 shares of Southern Company worth $1.33M as of Q2 2023.
Southern Company was a new EA Series Trust position in Q2 2023.
Southern Company made up 0.05% of EA Series Trust's portfolio in Q2 2023, its #533 holding.
1,722 funds tracked by Wall St. Rank held Southern Company as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.