FWA
SO icon

Freedom Wealth Alliance’s Southern Company SO Stock Holding History

Freedom Wealth Alliance’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
Q1 		– Sell
-1,409
Closed -$101K – 390
2022
Q4 		$101K Buy
+1,409
New +$94.2K 0.14% 89

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Freedom Wealth Alliance's SO Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Southern Company (SO) in Q1 2023, closing a stake of 1,409 shares — an estimated $101K sold.

Freedom Wealth Alliance first reported a position in SO in Q4 2022 and held it in 1 quarter. The position peaked at $101K in Q4 2022. 1,701 funds tracked by Wall St. Rank hold SO as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Southern Company position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 1,409 Southern Company shares in Q1 2023, an estimated $101K.
  • Freedom Wealth Alliance first reported a position in Southern Company in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Southern Company position peaked at $101K in Q4 2022.
  • 1,701 funds tracked by Wall St. Rank held Southern Company as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.