MinichMacGregor Wealth Management’s Southern Company SO Stock Holding History

MinichMacGregor Wealth 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
2023 Q1	–	Sell	-1,286	Closed	-$91.8K	–	557
2022 Q4	$91.8K	Buy	+1,286	New	+$86K	0.03%	118
2020 Q2	–	Sell	-5,688	Closed	-$318K	–	102
2020 Q1	$318K	Buy	+5,688	New	+$360K	0.29%	69
2018 Q4	–	Sell	-786	Closed	-$33K	–	457
2018 Q3	$33K	Hold	786	–	–	0.02%	162
2018 Q2	$36K	Hold	786	–	–	0.03%	137
2018 Q1	$35K	Hold	786	–	–	0.03%	140
2017 Q4	$37K	Hold	786	–	–	0.03%	131
2017 Q3	$38K	Hold	786	–	–	0.03%	125
2017 Q2	$37K	Sell	786 -29	-4%	-$1.45K	0.03%	118
2017 Q1	$40K	Hold	815	–	–	0.04%	117
2016 Q4	$40K	Hold	815	–	–	0.04%	123
2016 Q3	$41K	Sell	815 -2	-0.2%	-$105	0.04%	129
2016 Q2	$43K	Hold	817	–	–	0.04%	117
2016 Q1	$42K	Buy	817 +31	+4%	+$1.51K	0.04%	118
2015 Q4	$34K	Buy	+786	New	+$35.6K	0.03%	132

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

MinichMacGregor Wealth Management's SO Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Southern Company (SO) in Q1 2023, closing a stake of 1,286 shares — an estimated $91.8K sold.

MinichMacGregor Wealth Management first reported a position in SO in Q4 2015 and held it in 14 quarters. The position peaked at $318K in Q1 2020. 1,703 funds tracked by Wall St. Rank hold SO as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Southern Company position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 1,286 Southern Company shares in Q1 2023, an estimated $91.8K.
MinichMacGregor Wealth Management first reported a position in Southern Company in Q4 2015 and held it in 14 quarters.
MinichMacGregor Wealth Management's Southern Company position peaked at $318K in Q1 2020.
1,703 funds tracked by Wall St. Rank held Southern Company as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.