Pinnacle Wealth Advisors’s Southern Company SO Stock Holding History

Pinnacle Wealth 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 Q2	$5.63M	Buy	+93,121	New	+$5.96M	0.23%	112

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

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

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

Pinnacle Wealth Advisors's SO Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Southern Company (SO) in Q2 2021: 93,121 shares worth $5.63M. The stake represents 0.23% of the portfolio and ranks #112 among its holdings.

1,504 funds tracked by Wall St. Rank hold SO as of Q2 2021.

Pinnacle Wealth Advisors held 93,121 shares of Southern Company worth $5.63M as of Q2 2021.
Southern Company was a new Pinnacle Wealth Advisors position in Q2 2021.
Southern Company made up 0.23% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #112 holding.
1,504 funds tracked by Wall St. Rank held Southern Company as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.