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Meridian Wealth Partners’s Southern Company SO Stock Holding History

Meridian Wealth Partners’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
Q2 		– Sell
-222
Closed -$14K – 1079
2021
Q1 		$14K Sell
222
-111
-33% -$6.65K ﹤0.01% 373
2020
Q4 		$20K Buy
+333
New +$20K 0.01% 231
2020
Q3 		– Sell
-380
Closed -$20K – 224
2020
Q2 		$20K Buy
380
+4
+1% +$222 0.01% 197
2020
Q1 		$20K Sell
376
-37
-9% -$2.34K 0.01% 184
2019
Q4 		$26K Buy
+413
New +$25.6K 0.02% 183

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Meridian Wealth Partners's SO Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Southern Company (SO) in Q2 2021, closing a stake of 222 shares — an estimated $14K sold.

Meridian Wealth Partners first reported a position in SO in Q4 2019 and held it in 5 quarters. The position peaked at $26K in Q4 2019. 1,504 funds tracked by Wall St. Rank hold SO as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Southern Company position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 222 Southern Company shares in Q2 2021, an estimated $14K.
  • Meridian Wealth Partners first reported a position in Southern Company in Q4 2019 and held it in 5 quarters.
  • Meridian Wealth Partners's Southern Company position peaked at $26K in Q4 2019.
  • 1,504 funds tracked by Wall St. Rank held Southern Company as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.