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Perennial Advisors’s Southern Company SO Stock Holding History

Perennial Advisors’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
-680
Closed -$41K – 242
2021
Q2 		$41K Hold
680
– – 0.01% 167
2021
Q1 		$42K Sell
680
-400
-37% -$23.9K 0.01% 158
2020
Q4 		$66K Buy
+1,080
New +$64.9K 0.02% 127
2020
Q3 		– Sell
-1,080
Closed -$56K – 181
2020
Q2 		$56K Buy
+1,080
New +$60K 0.02% 124
2019
Q1 		– Sell
-680
Closed -$30K – 162
2018
Q4 		$30K Hold
680
– – 0.02% 116
2018
Q3 		$30K Hold
680
– – 0.02% 121
2018
Q2 		$31K Hold
680
– – 0.02% 119
2018
Q1 		$30K Sell
680
-200
-23% -$8.88K 0.02% 120
2017
Q4 		$42K Hold
880
– – 0.03% 111
2017
Q3 		$43K Hold
880
– – 0.03% 104
2017
Q2 		$42K Hold
880
– – 0.03% 104
2017
Q1 		$44K Hold
880
– – 0.03% 98
2016
Q4 		$43K Buy
+880
New +$43.2K 0.04% 98

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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