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Herold Advisors’s Southern Company SO Stock Holding History

Herold 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
2022
Q2 		– Sell
-800
Closed -$58K – 595
2022
Q1 		$58K Buy
+800
New +$54.2K 0.02% 359
2021
Q4 		– Sell
-1,100
Closed -$68K – 572
2021
Q3 		$68K Buy
+1,100
New +$70.8K 0.03% 333

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

Herold Advisors's SO Position: Q2 2022 in Review

Herold Advisors sold out of Southern Company (SO) in Q2 2022, closing a stake of 800 shares — an estimated $58K sold.

Herold Advisors first reported a position in SO in Q3 2021 and held it in 2 quarters. The position peaked at $68K in Q3 2021. 1,680 funds tracked by Wall St. Rank hold SO as of Q2 2022.

  • Herold Advisors reported no remaining Southern Company position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 800 Southern Company shares in Q2 2022, an estimated $58K.
  • Herold Advisors first reported a position in Southern Company in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Southern Company position peaked at $68K in Q3 2021.
  • 1,680 funds tracked by Wall St. Rank held Southern Company as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.