Laidlaw Wealth Management’s Southern Company SO Stock Holding History

Laidlaw 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
2023 Q3	–	Sell	-9,630	Closed	-$676K	–	361
2023 Q2	$676K	Sell	9,630 -415	-4%	-$29.8K	0.13%	168
2023 Q1	$699K	Sell	10,045 -4,324	-30%	-$291K	0.14%	163
2022 Q4	$1.03M	Buy	14,369 +243	+2%	+$16.2K	0.22%	117
2022 Q3	$961K	Sell	14,126 -390	-3%	-$29.5K	0.22%	116
2022 Q2	$1.03M	Buy	14,516 +8,921	+159%	+$655K	0.21%	123
2022 Q1	$406K	Buy	5,595 +72	+1%	+$4.88K	0.07%	251
2021 Q4	$379K	Buy	+5,523	New	+$352K	0.06%	266
2021 Q1	–	Sell	-4,753	Closed	-$292K	–	345
2020 Q4	$292K	Buy	+4,753	New	+$286K	0.06%	269

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Laidlaw Wealth Management's SO Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Southern Company (SO) in Q3 2023, closing a stake of 9,630 shares — an estimated $676K sold.

Laidlaw Wealth Management first reported a position in SO in Q4 2020 and held it in 8 quarters. The position peaked at $1.03M in Q2 2022. 1,708 funds tracked by Wall St. Rank hold SO as of Q3 2023.

Laidlaw Wealth Management reported no remaining Southern Company position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 9,630 Southern Company shares in Q3 2023, an estimated $676K.
Laidlaw Wealth Management first reported a position in Southern Company in Q4 2020 and held it in 8 quarters.
Laidlaw Wealth Management's Southern Company position peaked at $1.03M in Q2 2022.
1,708 funds tracked by Wall St. Rank held Southern Company as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.