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Mariner Independent Advisor Network’s Southern Company SO Stock Holding History

Mariner Independent Advisor Network’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
Q3 		$1.38M Buy
20,292
+842
+4% +$63.8K 0.06% 315
2022
Q2 		$1.39M Buy
19,450
+7,213
+59% +$530K 0.06% 311
2022
Q1 		$886K Buy
12,237
+1,618
+15% +$110K 0.03% 371
2021
Q4 		$727K Sell
10,619
-983
-8% -$62.7K 0.03% 366
2021
Q3 		$716K Sell
11,602
-7,381
-39% -$475K 0.04% 363
2021
Q2 		$1.15M Buy
18,983
+1,481
+8% +$94.7K 0.05% 323
2021
Q1 		$1.09M Sell
17,502
-206
-1% -$12.3K 0.06% 289
2020
Q4 		$1.09M Buy
17,708
+1,251
+8% +$75.2K 0.06% 276
2020
Q3 		$892K Sell
16,457
-3,403
-17% -$182K 0.07% 225
2020
Q2 		$1.05M Buy
19,860
+5,932
+43% +$330K 0.1% 204
2020
Q1 		$713K Sell
13,928
-26,902
-66% -$1.7M 0.06% 248
2019
Q4 		$2.6M Buy
40,830
+48
+0.1% +$2.98K 0.19% 120
2019
Q3 		$2.52M Buy
40,782
+464
+1% +$26.9K 0.19% 121
2019
Q2 		$2.2M Buy
40,318
+2,295
+6% +$123K 0.17% 139
2019
Q1 		$1.95M Sell
38,023
-2,390
-6% -$117K 0.17% 142
2018
Q4 		$1.86M Buy
40,413
+2,926
+8% +$133K 0.17% 137
2018
Q3 		$1.63M Buy
+37,487
New +$1.73M 0.2% 109
2017
Q3 		– Sell
-12,019
Closed -$575K – 191
2017
Q2 		$575K Buy
+12,019
New +$603K 0.08% 151
2017
Q1 		– Sell
-12,725
Closed -$626K – 342
2016
Q4 		$626K Buy
+12,725
New +$625K 0.1% 121

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 $315B AUM 27.84% 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

Mariner Independent Advisor Network's SO Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Southern Company (SO) stake by 4.3% in Q3 2022, buying an estimated $63.8K and bringing the position to 20,292 shares worth $1.38M. The position accounts for 0.06% of the portfolio, ranked #315.

Mariner Independent Advisor Network first reported a position in SO in Q4 2016 and has held it in 19 quarters since. The position peaked at $2.6M in Q4 2019. 1,659 funds tracked by Wall St. Rank hold SO as of Q3 2022.

  • Mariner Independent Advisor Network held 20,292 shares of Southern Company worth $1.38M as of Q3 2022.
  • Mariner Independent Advisor Network bought 842 Southern Company shares in Q3 2022, an estimated $63.8K.
  • Southern Company made up 0.06% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #315 holding.
  • Mariner Independent Advisor Network first reported a position in Southern Company in Q4 2016 and has held it in 19 quarters since.
  • Mariner Independent Advisor Network's Southern Company position peaked at $2.6M in Q4 2019.
  • 1,659 funds tracked by Wall St. Rank held Southern Company as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.