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MD Financial Management’s Southern Company SO Stock Holding History

MD Financial 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
2021
Q4 		$2.73M Buy
39,807
+3,910
+11% +$249K 0.07% 132
2021
Q3 		$2.23M Buy
35,897
+2,537
+8% +$163K 0.06% 159
2021
Q2 		$2.02M Buy
+33,360
New +$2.13M 0.06% 186

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MD Financial Management's SO Position: Q4 2021 in Review

MD Financial Management increased its Southern Company (SO) stake by 11% in Q4 2021, buying an estimated $249K and bringing the position to 39,807 shares worth $2.73M. The position accounts for 0.07% of the portfolio, ranked #132.

MD Financial Management first reported a position in SO in Q2 2021 and has held it in 3 quarters since. 1,651 funds tracked by Wall St. Rank hold SO as of Q4 2021.

  • MD Financial Management held 39,807 shares of Southern Company worth $2.73M as of Q4 2021.
  • MD Financial Management bought 3,910 Southern Company shares in Q4 2021, an estimated $249K.
  • Southern Company made up 0.07% of MD Financial Management's portfolio in Q4 2021, its #132 holding.
  • MD Financial Management first reported a position in Southern Company in Q2 2021 and has held it in 3 quarters since.
  • 1,651 funds tracked by Wall St. Rank held Southern Company as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.