Financial Partners Capital Management’s Southern Company SO Stock Holding History

Financial Partners Capital 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
2022 Q4	$2.83M	Buy	39,577 +1,090	+3%	+$72.9K	0.63%	43
2022 Q3	$2.62M	Buy	38,487 +220	+0.6%	+$16.7K	0.62%	46
2022 Q2	$2.73M	Sell	38,267 -100	-0.3%	-$7.34K	0.59%	51
2022 Q1	$2.78M	Buy	38,367 +1,851	+5%	+$125K	0.52%	52
2021 Q4	$2.5M	Buy	36,516 +2,035	+6%	+$130K	0.44%	53
2021 Q3	$2.14M	Buy	34,481 +4,361	+14%	+$281K	0.39%	56
2021 Q2	$1.82M	Buy	30,120 +11,720	+64%	+$750K	0.33%	57
2021 Q1	$1.14M	Buy	18,400 +11,345	+161%	+$679K	0.23%	63
2020 Q4	$433K	Buy	+7,055	New	+$424K	0.1%	78

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Financial Partners Capital Management's SO Position: Q4 2022 in Review

Financial Partners Capital Management increased its Southern Company (SO) stake by 2.8% in Q4 2022, buying an estimated $72.9K and bringing the position to 39,577 shares worth $2.83M. The position accounts for 0.63% of the portfolio, ranked #43.

Financial Partners Capital Management first reported a position in SO in Q4 2020 and has held it in 9 quarters since. 1,733 funds tracked by Wall St. Rank hold SO as of Q4 2022.

Financial Partners Capital Management held 39,577 shares of Southern Company worth $2.83M as of Q4 2022.
Financial Partners Capital Management bought 1,090 Southern Company shares in Q4 2022, an estimated $72.9K.
Southern Company made up 0.63% of Financial Partners Capital Management's portfolio in Q4 2022, its #43 holding.
Financial Partners Capital Management first reported a position in Southern Company in Q4 2020 and has held it in 9 quarters since.
1,733 funds tracked by Wall St. Rank held Southern Company as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.