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Filbrandt Wealth Management’s Southern Company SO Stock Holding History

Filbrandt 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 		$2K Buy
+31
New +$2K ﹤0.01% 192
2020
Q3 		– Sell
-2
Closed – – 315
2020
Q2 		$0 Sell
2
-156
-99% -$8.67K ﹤0.01% 449
2020
Q1 		$9K Buy
158
+1
+0.6% +$63 0.01% 132
2019
Q4 		$10K Buy
+157
New +$9.73K 0.01% 154

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
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
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

Filbrandt Wealth Management's SO Position: Q3 2021 in Review

Filbrandt Wealth Management opened a new position in Southern Company (SO) in Q3 2021: 31 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #192 among its holdings. This is a return to the name: Filbrandt Wealth Management previously reported a position in SO as recently as Q2 2020.

Filbrandt Wealth Management first reported a position in SO in Q4 2019 and has held it in 4 quarters since. The position peaked at $10K in Q4 2019. 1,488 funds tracked by Wall St. Rank hold SO as of Q3 2021.

  • Filbrandt Wealth Management held 31 shares of Southern Company worth $2K as of Q3 2021.
  • Southern Company was a new Filbrandt Wealth Management position in Q3 2021.
  • Southern Company made up ﹤0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #192 holding.
  • Filbrandt Wealth Management first reported a position in Southern Company in Q4 2019 and has held it in 4 quarters since.
  • Filbrandt Wealth Management's Southern Company position peaked at $10K in Q4 2019.
  • 1,488 funds tracked by Wall St. Rank held Southern Company as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.