J.W. Coons Advisors’s Southern Company SO Stock Holding History

J.W. Coons 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 Q3	–	Sell	-8,825	Closed	-$535K	–	252
2021 Q2	$535K	Buy	8,825 +2	+0%	+$128	0.19%	133
2021 Q1	$548K	Buy	8,823 +2	+0%	+$120	0.2%	130
2020 Q4	$542K	Buy	8,821 +2	+0%	+$120	0.21%	119
2020 Q3	$478K	Buy	8,819 +219	+3%	+$11.7K	0.2%	122
2020 Q2	$446K	Hold	8,600	–	–	0.2%	126
2020 Q1	$465K	Buy	+8,600	New	+$545K	0.24%	107

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

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

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

J.W. Coons Advisors's SO Position: Q3 2021 in Review

J.W. Coons Advisors sold out of Southern Company (SO) in Q3 2021, closing a stake of 8,825 shares — an estimated $535K sold.

J.W. Coons Advisors first reported a position in SO in Q1 2020 and held it in 6 quarters. The position peaked at $548K in Q1 2021. 1,488 funds tracked by Wall St. Rank hold SO as of Q3 2021.

J.W. Coons Advisors reported no remaining Southern Company position as of Q3 2021 after selling out during the quarter.
J.W. Coons Advisors sold 8,825 Southern Company shares in Q3 2021, an estimated $535K.
J.W. Coons Advisors first reported a position in Southern Company in Q1 2020 and held it in 6 quarters.
J.W. Coons Advisors's Southern Company position peaked at $548K in Q1 2021.
1,488 funds tracked by Wall St. Rank held Southern Company as of Q3 2021.

Based on J.W. Coons Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.