HWA
SO icon

HCR Wealth Advisors’s Southern Company SO Stock Holding History

HCR Wealth Advisors’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
Q3 		– Sell
-3,708
Closed -$260K – 189
2023
Q2 		$260K Buy
+3,708
New +$266K 0.05% 147
2021
Q1 		– Sell
-3,602
Closed -$221K – 262
2020
Q4 		$221K Buy
+3,602
New +$217K 0.05% 168
2020
Q1 		– Sell
-3,446
Closed -$220K – 255
2019
Q4 		$220K Buy
+3,446
New +$214K 0.05% 144

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

HCR Wealth Advisors's SO Position: Q3 2023 in Review

HCR Wealth Advisors sold out of Southern Company (SO) in Q3 2023, closing a stake of 3,708 shares — an estimated $260K sold.

HCR Wealth Advisors first reported a position in SO in Q4 2019 and held it in 3 quarters. The position peaked at $260K in Q2 2023. 1,708 funds tracked by Wall St. Rank hold SO as of Q3 2023.

  • HCR Wealth Advisors reported no remaining Southern Company position as of Q3 2023 after selling out during the quarter.
  • HCR Wealth Advisors sold 3,708 Southern Company shares in Q3 2023, an estimated $260K.
  • HCR Wealth Advisors first reported a position in Southern Company in Q4 2019 and held it in 3 quarters.
  • HCR Wealth Advisors's Southern Company position peaked at $260K in Q2 2023.
  • 1,708 funds tracked by Wall St. Rank held Southern Company as of Q3 2023.

Based on HCR Wealth Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.