EWM
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Evergreen Wealth Management’s Southern Company SO Stock Holding History

Evergreen 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
2023
Q2 		– Sell
-8,616
Closed -$599K – 54
2023
Q1 		$599K Buy
8,616
+28
+0.3% +$1.89K 0.53% 47
2022
Q4 		$613K Buy
+8,588
New +$574K 0.56% 48

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
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

Evergreen Wealth Management's SO Position: Q2 2023 in Review

Evergreen Wealth Management sold out of Southern Company (SO) in Q2 2023, closing a stake of 8,616 shares — an estimated $599K sold.

Evergreen Wealth Management first reported a position in SO in Q4 2022 and held it in 2 quarters. The position peaked at $613K in Q4 2022. 1,722 funds tracked by Wall St. Rank hold SO as of Q2 2023.

  • Evergreen Wealth Management reported no remaining Southern Company position as of Q2 2023 after selling out during the quarter.
  • Evergreen Wealth Management sold 8,616 Southern Company shares in Q2 2023, an estimated $599K.
  • Evergreen Wealth Management first reported a position in Southern Company in Q4 2022 and held it in 2 quarters.
  • Evergreen Wealth Management's Southern Company position peaked at $613K in Q4 2022.
  • 1,722 funds tracked by Wall St. Rank held Southern Company as of Q2 2023.

Based on Evergreen Wealth Management's 13F filing for Q2 2023, filed 3 Aug 2023.