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HBC Financial Services’s Southern Company SO Stock Holding History

HBC Financial Services’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
-2
Closed – – 197
2022
Q4 		$0 Hold
2
– – ﹤0.01% 182
2022
Q3 		$0 Hold
2
– – ﹤0.01% 184
2022
Q2 		$0 Hold
2
– – ﹤0.01% 188
2022
Q1 		$0 Hold
2
– – ﹤0.01% 184
2021
Q4 		$0 Sell
2
-5
-71% -$319 ﹤0.01% 188
2021
Q3 		$0 Hold
7
– – ﹤0.01% 193
2021
Q2 		$0 Hold
7
– – ﹤0.01% 198
2021
Q1 		$467 Buy
+7
New +$419 ﹤0.01% 174
2020
Q1 		– Sell
-235
Closed -$15K – 167
2019
Q4 		$15K Buy
+235
New +$14.6K 0.01% 124

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

HBC Financial Services's SO Position: Q1 2023 in Review

HBC Financial Services sold out of Southern Company (SO) in Q1 2023, closing a stake of 2 shares.

HBC Financial Services first reported a position in SO in Q4 2019 and held it in 9 quarters. The position peaked at $15K in Q4 2019. 1,703 funds tracked by Wall St. Rank hold SO as of Q1 2023.

  • HBC Financial Services reported no remaining Southern Company position as of Q1 2023 after selling out during the quarter.
  • HBC Financial Services sold 2 Southern Company shares in Q1 2023.
  • HBC Financial Services first reported a position in Southern Company in Q4 2019 and held it in 9 quarters.
  • HBC Financial Services's Southern Company position peaked at $15K in Q4 2019.
  • 1,703 funds tracked by Wall St. Rank held Southern Company as of Q1 2023.

Based on HBC Financial Services's 13F filing for Q1 2023, filed 12 May 2023.