FourThought Financial’s Southern Company SO Stock Holding History

FourThought Financial’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 Q3	$1.77M	Buy	26,051 +1,143	+5%	+$86.6K	0.26%	85
2022 Q2	$1.78M	Buy	24,908 +1,621	+7%	+$119K	0.26%	87
2022 Q1	$1.68M	Buy	23,287 +945	+4%	+$64K	0.21%	96
2021 Q4	$1.53M	Buy	22,342 +1,998	+10%	+$127K	0.19%	99
2021 Q3	$1.26M	Sell	20,344 -960	-5%	-$61.8K	0.17%	116
2021 Q2	$1.29M	Buy	21,304 +2,741	+15%	+$175K	0.17%	111
2021 Q1	$1.15M	Buy	18,563 +8,948	+93%	+$536K	0.17%	111
2020 Q4	$590K	Buy	+9,615	New	+$578K	0.09%	169

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

FourThought Financial's SO Position: Q3 2022 in Review

FourThought Financial increased its Southern Company (SO) stake by 4.6% in Q3 2022, buying an estimated $86.6K and bringing the position to 26,051 shares worth $1.77M. The position accounts for 0.26% of the portfolio, ranked #85.

FourThought Financial first reported a position in SO in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.78M in Q2 2022. 1,659 funds tracked by Wall St. Rank hold SO as of Q3 2022.

FourThought Financial held 26,051 shares of Southern Company worth $1.77M as of Q3 2022.
FourThought Financial bought 1,143 Southern Company shares in Q3 2022, an estimated $86.6K.
Southern Company made up 0.26% of FourThought Financial's portfolio in Q3 2022, its #85 holding.
FourThought Financial first reported a position in Southern Company in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Southern Company position peaked at $1.78M in Q2 2022.
1,659 funds tracked by Wall St. Rank held Southern Company as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.