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Price Wealth’s Southern Company SO Stock Holding History

Price 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
2020
Q3 		$10K Hold
188
– – ﹤0.01% 299
2020
Q2 		$10K Buy
+188
New +$10.5K ﹤0.01% 176
2020
Q1 		– Sell
-68
Closed -$4K – 497
2019
Q4 		$4K Buy
+68
New +$4.21K ﹤0.01% 202
2018
Q3 		– Sell
-323
Closed -$15K – 397
2018
Q2 		$15K Buy
323
+52
+19% +$2.33K 0.01% 239
2018
Q1 		$12K Buy
271
+55
+25% +$2.44K 0.01% 148
2017
Q4 		$10K Buy
+216
New +$11K 0.01% 195

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Price Wealth's SO Position: Q3 2020 in Review

Price Wealth held its Southern Company (SO) position steady in Q3 2020 at 188 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Price Wealth first reported a position in SO in Q4 2017 and has held it in 6 quarters since. The position peaked at $15K in Q2 2018. 1,360 funds tracked by Wall St. Rank hold SO as of Q3 2020.

  • Price Wealth held 188 shares of Southern Company worth $10K as of Q3 2020.
  • Price Wealth left its Southern Company share count unchanged in Q3 2020.
  • Southern Company made up ﹤0.01% of Price Wealth's portfolio in Q3 2020, its #299 holding.
  • Price Wealth first reported a position in Southern Company in Q4 2017 and has held it in 6 quarters since.
  • Price Wealth's Southern Company position peaked at $15K in Q2 2018.
  • 1,360 funds tracked by Wall St. Rank held Southern Company as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.