IWP
SO icon

Icon Wealth Partners’s Southern Company SO Stock Holding History

Icon Wealth Partners’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
Q2 		– Sell
-1,452
Closed -$101K – 431
2023
Q1 		$101K Buy
+1,452
New +$97.8K 0.01% 410
2019
Q2 		– Sell
-1,960
Closed -$101K – 673
2019
Q1 		$101K Buy
+1,960
New +$96.1K 0.04% 221
2018
Q3 		– Sell
-1,970
Closed -$91K – 655
2018
Q2 		$91K Buy
+1,970
New +$88.2K 0.04% 258
2018
Q1 		– Sell
-1,160
Closed -$56K – 653
2017
Q4 		$56K Buy
+1,160
New +$59.1K 0.03% 393

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Icon Wealth Partners's SO Position: Q2 2023 in Review

Icon Wealth Partners sold out of Southern Company (SO) in Q2 2023, closing a stake of 1,452 shares — an estimated $101K sold.

Icon Wealth Partners first reported a position in SO in Q4 2017 and held it in 4 quarters. The position peaked at $101K in Q1 2023. 1,722 funds tracked by Wall St. Rank hold SO as of Q2 2023.

  • Icon Wealth Partners reported no remaining Southern Company position as of Q2 2023 after selling out during the quarter.
  • Icon Wealth Partners sold 1,452 Southern Company shares in Q2 2023, an estimated $101K.
  • Icon Wealth Partners first reported a position in Southern Company in Q4 2017 and held it in 4 quarters.
  • Icon Wealth Partners's Southern Company position peaked at $101K in Q1 2023.
  • 1,722 funds tracked by Wall St. Rank held Southern Company as of Q2 2023.

Based on Icon Wealth Partners's 13F filing for Q2 2023, filed 3 Aug 2023.