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M. Kulyk & Associates’s Southern Company SO Stock Holding History

M. Kulyk & Associates’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 		– Sell
-2,882
Closed -$209K – 105
2022
Q1 		$209K Buy
+2,882
New +$195K 0.06% 102

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

M. Kulyk & Associates's SO Position: Q2 2022 in Review

M. Kulyk & Associates sold out of Southern Company (SO) in Q2 2022, closing a stake of 2,882 shares — an estimated $209K sold.

M. Kulyk & Associates first reported a position in SO in Q1 2022 and held it in 1 quarter. The position peaked at $209K in Q1 2022. 1,680 funds tracked by Wall St. Rank hold SO as of Q2 2022.

  • M. Kulyk & Associates reported no remaining Southern Company position as of Q2 2022 after selling out during the quarter.
  • M. Kulyk & Associates sold 2,882 Southern Company shares in Q2 2022, an estimated $209K.
  • M. Kulyk & Associates first reported a position in Southern Company in Q1 2022 and held it in 1 quarter.
  • M. Kulyk & Associates's Southern Company position peaked at $209K in Q1 2022.
  • 1,680 funds tracked by Wall St. Rank held Southern Company as of Q2 2022.

Based on M. Kulyk & Associates's 13F filing for Q2 2022, filed 5 Aug 2022.