Personal Wealth Partners’s Southern Company SO Stock Holding History

Personal Wealth Partners’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	-1,071	Closed	-$65K	–	346
2021 Q2	$65K	Buy	+1,071	New	+$68.5K	0.03%	141
2021 Q1	–	Sell	-5,440	Closed	-$334K	–	79
2020 Q4	$334K	Hold	5,440	–	–	0.16%	50
2020 Q3	$295K	Buy	+5,440	New	+$291K	0.15%	55
2020 Q1	–	Sell	-203	Closed	-$13K	–	523
2019 Q4	$13K	Hold	203	–	–	0.01%	218
2019 Q3	$13K	Buy	203 +39	+24%	+$2.26K	0.01%	224
2019 Q2	$9K	Buy	+164	New	+$8.78K	﹤0.01%	220

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Personal Wealth Partners's SO Position: Q3 2021 in Review

Personal Wealth Partners sold out of Southern Company (SO) in Q3 2021, closing a stake of 1,071 shares — an estimated $65K sold.

Personal Wealth Partners first reported a position in SO in Q2 2019 and held it in 6 quarters. The position peaked at $334K in Q4 2020. 1,488 funds tracked by Wall St. Rank hold SO as of Q3 2021.

Personal Wealth Partners reported no remaining Southern Company position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 1,071 Southern Company shares in Q3 2021, an estimated $65K.
Personal Wealth Partners first reported a position in Southern Company in Q2 2019 and held it in 6 quarters.
Personal Wealth Partners's Southern Company position peaked at $334K in Q4 2020.
1,488 funds tracked by Wall St. Rank held Southern Company as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.