EPM
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Equitec Proprietary Markets’s Southern Company SO Stock Holding History

Equitec Proprietary Markets’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 		– Sell
-200
Closed -$14K – 402
2021
Q4 		$14K Buy
+200
New +$12.8K ﹤0.01% 353
2015
Q1 		– Sell
-8,123
Closed -$399K – 481
2014
Q4 		$399K Buy
+8,123
New +$384K 0.02% 188

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

Equitec Proprietary Markets's SO Position: Q1 2022 in Review

Equitec Proprietary Markets sold out of Southern Company (SO) in Q1 2022, closing a stake of 200 shares — an estimated $14K sold.

Equitec Proprietary Markets first reported a position in SO in Q4 2014 and held it in 2 quarters. The position peaked at $399K in Q4 2014. 1,699 funds tracked by Wall St. Rank hold SO as of Q1 2022.

  • Equitec Proprietary Markets reported no remaining Southern Company position as of Q1 2022 after selling out during the quarter.
  • Equitec Proprietary Markets sold 200 Southern Company shares in Q1 2022, an estimated $14K.
  • Equitec Proprietary Markets first reported a position in Southern Company in Q4 2014 and held it in 2 quarters.
  • Equitec Proprietary Markets's Southern Company position peaked at $399K in Q4 2014.
  • 1,699 funds tracked by Wall St. Rank held Southern Company as of Q1 2022.

Based on Equitec Proprietary Markets's 13F filing for Q1 2022, filed 22 Apr 2022.