Hoover Financial Advisors’s Southern Company SO Stock Holding History

Hoover Financial 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
2021 Q2	$97K	Buy	1,608 +4	+0.2%	+$256	0.02%	207
2021 Q1	$106K	Buy	1,604 +3	+0.2%	+$180	0.02%	187
2020 Q4	$95K	Buy	+1,601	New	+$96.3K	0.02%	176
2020 Q3	–	Sell	-1,594	Closed	-$83K	–	424
2020 Q2	$83K	Buy	+1,594	New	+$88.6K	0.03%	147

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Hoover Financial Advisors's SO Position: Q2 2021 in Review

Hoover Financial Advisors increased its Southern Company (SO) stake by 0.25% in Q2 2021, buying an estimated $256 and bringing the position to 1,608 shares worth $97K. The position accounts for 0.02% of the portfolio, ranked #207.

Hoover Financial Advisors first reported a position in SO in Q2 2020 and has held it in 4 quarters since. The position peaked at $106K in Q1 2021. 1,504 funds tracked by Wall St. Rank hold SO as of Q2 2021.

Hoover Financial Advisors held 1,608 shares of Southern Company worth $97K as of Q2 2021.
Hoover Financial Advisors bought 4 Southern Company shares in Q2 2021, an estimated $256.
Southern Company made up 0.02% of Hoover Financial Advisors's portfolio in Q2 2021, its #207 holding.
Hoover Financial Advisors first reported a position in Southern Company in Q2 2020 and has held it in 4 quarters since.
Hoover Financial Advisors's Southern Company position peaked at $106K in Q1 2021.
1,504 funds tracked by Wall St. Rank held Southern Company as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.