Mizuho Securities’s Southern Company SO Stock Holding History

Mizuho Securities’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 Q4	–	Sell	-51	Closed	-$3K	–	182
2022 Q3	$3K	Hold	51	–	–	﹤0.01%	164
2022 Q2	$4K	Buy	+51	New	+$3.75K	﹤0.01%	174

Other funds holding SO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mizuho Securities's SO Position: Q4 2022 in Review

Mizuho Securities sold out of Southern Company (SO) in Q4 2022, closing a stake of 51 shares — an estimated $3K sold.

Mizuho Securities first reported a position in SO in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q2 2022. 1,733 funds tracked by Wall St. Rank hold SO as of Q4 2022.

Mizuho Securities reported no remaining Southern Company position as of Q4 2022 after selling out during the quarter.
Mizuho Securities sold 51 Southern Company shares in Q4 2022, an estimated $3K.
Mizuho Securities first reported a position in Southern Company in Q2 2022 and held it in 2 quarters.
Mizuho Securities's Southern Company position peaked at $4K in Q2 2022.
1,733 funds tracked by Wall St. Rank held Southern Company as of Q4 2022.

Based on Mizuho Securities's 13F filing for Q4 2022, filed 7 Feb 2023.