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Provence Wealth Management Group’s Southern Company SO Stock Holding History

Provence Wealth Management Group’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
2023
Q4 		$10.1K Hold
144
– – 0.01% 310
2023
Q3 		$9.32K Buy
+144
New +$9.99K 0.01% 313

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Provence Wealth Management Group's SO Position: Q4 2023 in Review

Provence Wealth Management Group held its Southern Company (SO) position steady in Q4 2023 at 144 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #310.

Provence Wealth Management Group first reported a position in SO in Q3 2023 and has held it in 2 quarters since. 1,837 funds tracked by Wall St. Rank hold SO as of Q4 2023.

  • Provence Wealth Management Group held 144 shares of Southern Company worth $10.1K as of Q4 2023.
  • Provence Wealth Management Group left its Southern Company share count unchanged in Q4 2023.
  • Southern Company made up 0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #310 holding.
  • Provence Wealth Management Group first reported a position in Southern Company in Q3 2023 and has held it in 2 quarters since.
  • 1,837 funds tracked by Wall St. Rank held Southern Company as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.