Janiczek Wealth Management’s Southern Company SO Stock Holding History

Janiczek Wealth Management’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
2024 Q2	$290K	Sell	3,745 -12	-0.3%	-$909	0.06%	135
2024 Q1	$270K	Buy	3,757 +3	+0.1%	+$207	0.06%	146
2023 Q4	$263K	Buy	3,754 +631	+20%	+$43.3K	0.06%	124
2023 Q3	$202K	Hold	3,123	–	–	0.05%	142
2023 Q2	$219K	Hold	3,123	–	–	0.06%	121
2023 Q1	$225K	Hold	3,123	–	–	0.06%	110
2022 Q4	$220K	Hold	3,123	–	–	0.06%	111
2022 Q3	$200K	Hold	3,123	–	–	0.07%	103
2022 Q2	$240K	Hold	3,123	–	–	0.07%	86
2022 Q1	$226K	Hold	3,123	–	–	0.06%	101
2021 Q4	$214K	Hold	3,123	–	–	0.06%	94
2021 Q3	$194K	Buy	3,123 +8	+0.3%	+$515	0.07%	95
2021 Q2	$188K	Hold	3,115	–	–	0.07%	86
2021 Q1	$194K	Hold	3,115	–	–	0.08%	72
2020 Q4	$191K	Hold	3,115	–	–	0.09%	60
2020 Q3	$169K	Sell	3,115 -64	-2%	-$3.42K	0.09%	50
2020 Q2	$165K	Buy	3,179 +64	+2%	+$3.56K	0.09%	43
2020 Q1	$169K	Hold	3,115	–	–	0.1%	39
2019 Q4	$198K	Hold	3,115	–	–	0.09%	38
2019 Q3	$192K	Hold	3,115	–	–	0.09%	39
2019 Q2	$172K	Hold	3,115	–	–	0.08%	38
2019 Q1	$161K	Hold	3,115	–	–	0.08%	42
2018 Q4	$137K	Hold	3,115	–	–	0.07%	49
2018 Q3	$136K	Hold	3,115	–	–	0.07%	46
2018 Q2	$144K	Buy	+3,115	New	+$139K	0.08%	44
2017 Q1	–	Sell	-3,406	Closed	-$168K	–	50
2016 Q4	$168K	Buy	+3,406	New	+$167K	0.08%	29

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Janiczek Wealth Management's SO Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Southern Company (SO) stake by 0.32% in Q2 2024, selling an estimated $909 and leaving 3,745 shares worth $290K. The position accounts for 0.06% of the portfolio, ranked #135.

Janiczek Wealth Management first reported a position in SO in Q4 2016 and has held it in 26 quarters since. 1,880 funds tracked by Wall St. Rank hold SO as of Q2 2024.

Janiczek Wealth Management held 3,745 shares of Southern Company worth $290K as of Q2 2024.
Janiczek Wealth Management sold 12 Southern Company shares in Q2 2024, an estimated $909.
Southern Company made up 0.06% of Janiczek Wealth Management's portfolio in Q2 2024, its #135 holding.
Janiczek Wealth Management first reported a position in Southern Company in Q4 2016 and has held it in 26 quarters since.
1,880 funds tracked by Wall St. Rank held Southern Company as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.