Enterprise Trust & Investment’s Southern Company SO Stock Holding History

Enterprise Trust & Investment’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 Q2	$6K	Buy	+80	New	+$5.87K	﹤0.01%	259

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

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

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

Enterprise Trust & Investment's SO Position: Q2 2022 in Review

Enterprise Trust & Investment opened a new position in Southern Company (SO) in Q2 2022: 80 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #259 among its holdings.

1,680 funds tracked by Wall St. Rank hold SO as of Q2 2022.

Enterprise Trust & Investment held 80 shares of Southern Company worth $6K as of Q2 2022.
Southern Company was a new Enterprise Trust & Investment position in Q2 2022.
Southern Company made up ﹤0.01% of Enterprise Trust & Investment's portfolio in Q2 2022, its #259 holding.
1,680 funds tracked by Wall St. Rank held Southern Company as of Q2 2022.

Based on Enterprise Trust & Investment's 13F filing for Q2 2022, filed 22 Jul 2022.