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Minot Wealth Management’s Southern Company SO Stock Holding History

Minot 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
2022
Q2 		$311K Hold
4,365
– – 0.08% 145
2022
Q1 		$317K Hold
4,365
– – 0.07% 158
2021
Q4 		$299K Buy
4,365
+14
+0.3% +$893 0.06% 163
2021
Q3 		$270K Buy
+4,351
New +$280K 0.06% 167

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

Minot Wealth Management's SO Position: Q2 2022 in Review

Minot Wealth Management held its Southern Company (SO) position steady in Q2 2022 at 4,365 shares worth $311K. The position accounts for 0.08% of the portfolio, ranked #145.

Minot Wealth Management first reported a position in SO in Q3 2021 and has held it in 4 quarters since. The position peaked at $317K in Q1 2022. 1,682 funds tracked by Wall St. Rank hold SO as of Q2 2022.

  • Minot Wealth Management held 4,365 shares of Southern Company worth $311K as of Q2 2022.
  • Minot Wealth Management left its Southern Company share count unchanged in Q2 2022.
  • Southern Company made up 0.08% of Minot Wealth Management's portfolio in Q2 2022, its #145 holding.
  • Minot Wealth Management first reported a position in Southern Company in Q3 2021 and has held it in 4 quarters since.
  • Minot Wealth Management's Southern Company position peaked at $317K in Q1 2022.
  • 1,682 funds tracked by Wall St. Rank held Southern Company as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.