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Frontier Wealth Management’s Southern Company SO Stock Holding History

Frontier 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
2022
Q2 		$467K Sell
6,547
-89
-1% -$6.54K 0.03% 249
2022
Q1 		$501K Buy
6,636
+1
+0% +$68 0.01% 246
2021
Q4 		$455K Buy
6,635
+1
+0% +$64 0.03% 275
2021
Q3 		$411K Sell
6,634
-89
-1% -$5.73K 0.03% 289
2021
Q2 		$407K Buy
6,723
+1
+0% +$64 0.03% 288
2021
Q1 		$418K Sell
6,722
-99
-1% -$5.93K 0.03% 264
2020
Q4 		$419K Buy
6,821
+1
+0% +$60 0.03% 254
2020
Q3 		$370K Buy
6,820
+2
+0% +$107 0.03% 254
2020
Q2 		$354K Buy
6,818
+1
+0% +$56 0.03% 253
2020
Q1 		$369K Buy
6,817
+751
+12% +$47.6K 0.06% 200
2019
Q4 		$386K Sell
6,066
-3,449
-36% -$214K 0.06% 207
2019
Q3 		$588K Buy
9,515
+1,001
+12% +$58K 0.09% 173
2019
Q2 		$471K Buy
8,514
+1
+0% +$54 0.07% 199
2019
Q1 		$440K Buy
8,513
+1
+0% +$49 0.06% 237
2018
Q4 		$374K Buy
8,512
+2
+0% +$91 0.06% 238
2018
Q3 		$371K Buy
8,510
+911
+12% +$42K 0.04% 269
2018
Q2 		$352K Sell
7,599
-198
-3% -$8.86K 0.05% 267
2018
Q1 		$348K Buy
7,797
+1,360
+21% +$60.4K 0.05% 279
2017
Q4 		$310K Sell
6,437
-1,879
-23% -$95.7K 0.05% 264
2017
Q3 		$409K Buy
8,316
+1
+0% +$48 0.06% 257
2017
Q2 		$398K Buy
8,315
+1
+0% +$50 0.06% 257
2017
Q1 		$414K Sell
8,314
-209
-2% -$10.3K 0.06% 255
2016
Q4 		$419K Buy
8,523
+1
+0% +$49 0.07% 242
2016
Q3 		$437K Buy
8,522
+191
+2% +$10.1K 0.07% 220
2016
Q2 		$447K Hold
8,331
– – 0.07% 219
2016
Q1 		$431K Hold
8,331
– – 0.04% 210
2015
Q4 		$390K Hold
8,331
– – 0.06% 223
2015
Q3 		$372K Buy
8,331
+1,688
+25% +$74.1K 0.06% 232
2015
Q2 		$278K Buy
6,643
+172
+3% +$7.49K 0.04% 271
2015
Q1 		$287K Sell
6,471
-4,820
-43% -$229K 0.05% 234
2014
Q4 		$555K Buy
+11,291
New +$533K 0.1% 133

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Frontier Wealth Management's SO Position: Q2 2022 in Review

Frontier Wealth Management reduced its Southern Company (SO) stake by 1.3% in Q2 2022, selling an estimated $6.54K and leaving 6,547 shares worth $467K. The position accounts for 0.03% of the portfolio, ranked #249.

Frontier Wealth Management first reported a position in SO in Q4 2014 and has held it in 31 quarters since. The position peaked at $588K in Q3 2019. 1,682 funds tracked by Wall St. Rank hold SO as of Q2 2022.

  • Frontier Wealth Management held 6,547 shares of Southern Company worth $467K as of Q2 2022.
  • Frontier Wealth Management sold 89 Southern Company shares in Q2 2022, an estimated $6.54K.
  • Southern Company made up 0.03% of Frontier Wealth Management's portfolio in Q2 2022, its #249 holding.
  • Frontier Wealth Management first reported a position in Southern Company in Q4 2014 and has held it in 31 quarters since.
  • Frontier Wealth Management's Southern Company position peaked at $588K in Q3 2019.
  • 1,682 funds tracked by Wall St. Rank held Southern Company as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.