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Milestone Wealth’s Southern Company SO Stock Holding History

Milestone 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
Q3 		$13K Hold
196
– – 0.01% 164
2022
Q2 		$14K Hold
196
– – 0.01% 156
2022
Q1 		$13K Hold
196
– – 0.01% 201
2021
Q4 		$13K Buy
+196
New +$12.5K 0.01% 201

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Milestone Wealth's SO Position: Q3 2022 in Review

Milestone Wealth held its Southern Company (SO) position steady in Q3 2022 at 196 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #164.

Milestone Wealth first reported a position in SO in Q4 2021 and has held it in 4 quarters since. The position peaked at $14K in Q2 2022. 1,660 funds tracked by Wall St. Rank hold SO as of Q3 2022.

  • Milestone Wealth held 196 shares of Southern Company worth $13K as of Q3 2022.
  • Milestone Wealth left its Southern Company share count unchanged in Q3 2022.
  • Southern Company made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #164 holding.
  • Milestone Wealth first reported a position in Southern Company in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Southern Company position peaked at $14K in Q2 2022.
  • 1,660 funds tracked by Wall St. Rank held Southern Company as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.