PWM
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PRW Wealth Management’s Southern Company SO Stock Holding History

PRW Wealth Management’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
-3,319
Closed -$201K – 259
2021
Q2 		$201K Buy
+3,319
New +$212K 0.06% 256
2019
Q2 		– Sell
-130
Closed -$7K – 574
2019
Q1 		$7K Hold
130
– – 0.01% 335
2018
Q4 		$6K Buy
+130
New +$5.91K 0.01% 357

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
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

PRW Wealth Management's SO Position: Q3 2021 in Review

PRW Wealth Management sold out of Southern Company (SO) in Q3 2021, closing a stake of 3,319 shares — an estimated $201K sold.

PRW Wealth Management first reported a position in SO in Q4 2018 and held it in 3 quarters. The position peaked at $201K in Q2 2021. 1,488 funds tracked by Wall St. Rank hold SO as of Q3 2021.

  • PRW Wealth Management reported no remaining Southern Company position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 3,319 Southern Company shares in Q3 2021, an estimated $201K.
  • PRW Wealth Management first reported a position in Southern Company in Q4 2018 and held it in 3 quarters.
  • PRW Wealth Management's Southern Company position peaked at $201K in Q2 2021.
  • 1,488 funds tracked by Wall St. Rank held Southern Company as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.