KerberRose Wealth Management’s Southern Company SO Stock Holding History

KerberRose 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
2022 Q2	$362K	Buy	+5,077	New	+$373K	0.29%	67

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

KerberRose Wealth Management's SO Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Southern Company (SO) in Q2 2022: 5,077 shares worth $362K. The stake represents 0.29% of the portfolio and ranks #67 among its holdings.

1,682 funds tracked by Wall St. Rank hold SO as of Q2 2022.

KerberRose Wealth Management held 5,077 shares of Southern Company worth $362K as of Q2 2022.
Southern Company was a new KerberRose Wealth Management position in Q2 2022.
Southern Company made up 0.29% of KerberRose Wealth Management's portfolio in Q2 2022, its #67 holding.
1,682 funds tracked by Wall St. Rank held Southern Company as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.