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My Personal CFO LLC’s Southern Company SO Stock Holding History

My Personal CFO LLC’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
-528
Closed -$37.7K – 700
2022
Q4 		$37.7K Buy
+528
New +$35.3K 0.03% 154

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

My Personal CFO LLC's SO Position: Q1 2023 in Review

My Personal CFO LLC sold out of Southern Company (SO) in Q1 2023, closing a stake of 528 shares — an estimated $37.7K sold.

My Personal CFO LLC first reported a position in SO in Q4 2022 and held it in 1 quarter. The position peaked at $37.7K in Q4 2022. 1,701 funds tracked by Wall St. Rank hold SO as of Q1 2023.

  • My Personal CFO LLC reported no remaining Southern Company position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 528 Southern Company shares in Q1 2023, an estimated $37.7K.
  • My Personal CFO LLC first reported a position in Southern Company in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's Southern Company position peaked at $37.7K in Q4 2022.
  • 1,701 funds tracked by Wall St. Rank held Southern Company as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.