OPW
SO icon

Oxler Private Wealth’s Southern Company SO Stock Holding History

Oxler Private Wealth’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
2021
Q3 		– Sell
-10,000
Closed -$605K – 135
2021
Q2 		$605K Hold
10,000
– – 0.26% 91
2021
Q1 		$621K Hold
10,000
– – 0.31% 81
2020
Q4 		$614K Buy
+10,000
New +$601K 0.35% 67

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oxler Private Wealth's SO Position: Q3 2021 in Review

Oxler Private Wealth sold out of Southern Company (SO) in Q3 2021, closing a stake of 10,000 shares — an estimated $605K sold.

Oxler Private Wealth first reported a position in SO in Q4 2020 and held it in 3 quarters. The position peaked at $621K in Q1 2021. 1,488 funds tracked by Wall St. Rank hold SO as of Q3 2021.

  • Oxler Private Wealth reported no remaining Southern Company position as of Q3 2021 after selling out during the quarter.
  • Oxler Private Wealth sold 10,000 Southern Company shares in Q3 2021, an estimated $605K.
  • Oxler Private Wealth first reported a position in Southern Company in Q4 2020 and held it in 3 quarters.
  • Oxler Private Wealth's Southern Company position peaked at $621K in Q1 2021.
  • 1,488 funds tracked by Wall St. Rank held Southern Company as of Q3 2021.

Based on Oxler Private Wealth's 13F filing for Q3 2021, filed 9 Nov 2021.