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Meristem Family Wealth’s Southern Company SO Stock Holding History

Meristem Family Wealth’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
Q1 		$433K Sell
5,967
-71
-1% -$4.81K 0.05% 206
2021
Q4 		$414K Sell
6,038
-12
-0.2% -$765 0.04% 250
2021
Q3 		$375K Buy
6,050
+150
+3% +$9.66K 0.04% 268
2021
Q2 		$357K Buy
+5,900
New +$377K 0.06% 223

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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

Meristem Family Wealth's SO Position: Q1 2022 in Review

Meristem Family Wealth reduced its Southern Company (SO) stake by 1.2% in Q1 2022, selling an estimated $4.81K and leaving 5,967 shares worth $433K. The position accounts for 0.05% of the portfolio, ranked #206.

Meristem Family Wealth first reported a position in SO in Q2 2021 and has held it in 4 quarters since. 1,698 funds tracked by Wall St. Rank hold SO as of Q1 2022.

  • Meristem Family Wealth held 5,967 shares of Southern Company worth $433K as of Q1 2022.
  • Meristem Family Wealth sold 71 Southern Company shares in Q1 2022, an estimated $4.81K.
  • Southern Company made up 0.05% of Meristem Family Wealth's portfolio in Q1 2022, its #206 holding.
  • Meristem Family Wealth first reported a position in Southern Company in Q2 2021 and has held it in 4 quarters since.
  • 1,698 funds tracked by Wall St. Rank held Southern Company as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.