Regent Investment Management’s Southern Company SO Stock Holding History

Regent Investment 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
2022 Q4	$207K	Buy	+2,900	New	+$194K	0.06%	198

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

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

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Regent Investment Management's SO Position: Q4 2022 in Review

Regent Investment Management opened a new position in Southern Company (SO) in Q4 2022: 2,900 shares worth $207K. The stake represents 0.06% of the portfolio and ranks #198 among its holdings.

1,733 funds tracked by Wall St. Rank hold SO as of Q4 2022.

Regent Investment Management held 2,900 shares of Southern Company worth $207K as of Q4 2022.
Southern Company was a new Regent Investment Management position in Q4 2022.
Southern Company made up 0.06% of Regent Investment Management's portfolio in Q4 2022, its #198 holding.
1,733 funds tracked by Wall St. Rank held Southern Company as of Q4 2022.

Based on Regent Investment Management's 13F filing for Q4 2022, filed 26 Jan 2023.