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Essex Private Wealth Management’s Southern Company SO Stock Holding History

Essex Private 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
2021
Q3 		– Sell
-3,536
Closed -$214K – 66
2021
Q2 		$214K Sell
3,536
-144
-4% -$9.21K 0.2% 61
2021
Q1 		$229K Hold
3,680
– – 0.22% 60
2020
Q4 		$226K Buy
+3,680
New +$221K 0.22% 61
2020
Q1 		– Sell
-3,480
Closed -$221K – 59
2019
Q4 		$221K Buy
+3,480
New +$216K 0.22% 56

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Essex Private Wealth Management's SO Position: Q3 2021 in Review

Essex Private Wealth Management sold out of Southern Company (SO) in Q3 2021, closing a stake of 3,536 shares — an estimated $214K sold.

Essex Private Wealth Management first reported a position in SO in Q4 2019 and held it in 4 quarters. The position peaked at $229K in Q1 2021. 1,489 funds tracked by Wall St. Rank hold SO as of Q3 2021.

  • Essex Private Wealth Management reported no remaining Southern Company position as of Q3 2021 after selling out during the quarter.
  • Essex Private Wealth Management sold 3,536 Southern Company shares in Q3 2021, an estimated $214K.
  • Essex Private Wealth Management first reported a position in Southern Company in Q4 2019 and held it in 4 quarters.
  • Essex Private Wealth Management's Southern Company position peaked at $229K in Q1 2021.
  • 1,489 funds tracked by Wall St. Rank held Southern Company as of Q3 2021.

Based on Essex Private Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.