Heritage Wealth Management (Arizona)’s Southern Company SO Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$155K	Buy	2,174 +1,129	+108%	+$75.5K	0.02%	359
2022 Q3	$71K	Buy	1,045 +23	+2%	+$1.74K	0.02%	361
2022 Q2	$72.9K	Hold	1,022	–	–	0.02%	367
2022 Q1	$74K	Buy	+1,022	New	+$69.2K	0.02%	411
2021 Q3	$108K	Sell	1,749 -2	-0.1%	-$129	0.04%	324
2021 Q2	$106K	Sell	1,751 -238	-12%	-$15.2K	0.04%	330
2021 Q1	$124K	Buy	+1,989	New	+$119K	0.07%	221

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s SO Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Southern Company (SO) stake by 108% in Q4 2022, buying an estimated $75.5K and bringing the position to 2,174 shares worth $155K. The position accounts for 0.02% of the portfolio, ranked #359.

Heritage Wealth Management (Arizona) first reported a position in SO in Q1 2021 and has held it in 7 quarters since. 1,733 funds tracked by Wall St. Rank hold SO as of Q4 2022.

Heritage Wealth Management (Arizona) held 2,174 shares of Southern Company worth $155K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 1,129 Southern Company shares in Q4 2022, an estimated $75.5K.
Southern Company made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #359 holding.
Heritage Wealth Management (Arizona) first reported a position in Southern Company in Q1 2021 and has held it in 7 quarters since.
1,733 funds tracked by Wall St. Rank held Southern Company as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.