New England Professional Planning Group’s Southern Company SO Stock Holding History

New England Professional Planning Group’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
2020 Q1	–	Sell	-3,659	Closed	-$233K	–	56
2019 Q4	$233K	Buy	+3,659	New	+$227K	0.18%	46
2018 Q3	$218K	Hold	5,002	–	–	0.25%	40
2018 Q2	$233K	Hold	5,002	–	–	0.3%	33
2018 Q1	$231K	Buy	5,002 +500	+11%	+$22.2K	0.31%	31
2017 Q4	$210K	Buy	+4,502	New	+$229K	0.26%	41
2016 Q2	$273K	Buy	5,012 +510	+11%	+$25.6K	0.31%	29
2016 Q1	$233K	Hold	4,502	–	–	0.23%	34
2015 Q4	$212K	Buy	+4,502	New	+$204K	0.24%	43
2015 Q3	–	Sell	-4,736	Closed	-$200K	–	49
2015 Q2	$200K	Buy	4,736 +234	+5%	+$10.2K	0.26%	46
2015 Q1	$203K	Hold	4,502	–	–	0.27%	43
2014 Q4	$238K	Buy	+4,502	New	+$213K	0.35%	34

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

New England Professional Planning Group's SO Position: Q1 2020 in Review

New England Professional Planning Group sold out of Southern Company (SO) in Q1 2020, closing a stake of 3,659 shares — an estimated $233K sold.

New England Professional Planning Group first reported a position in SO in Q4 2014 and held it in 11 quarters. The position peaked at $273K in Q2 2016. 1,364 funds tracked by Wall St. Rank hold SO as of Q1 2020.

New England Professional Planning Group reported no remaining Southern Company position as of Q1 2020 after selling out during the quarter.
New England Professional Planning Group sold 3,659 Southern Company shares in Q1 2020, an estimated $233K.
New England Professional Planning Group first reported a position in Southern Company in Q4 2014 and held it in 11 quarters.
New England Professional Planning Group's Southern Company position peaked at $273K in Q2 2016.
1,364 funds tracked by Wall St. Rank held Southern Company as of Q1 2020.

Based on New England Professional Planning Group's 13F filing for Q1 2020, filed 12 May 2020.