Resource Management’s Southern Company SO Stock Holding History

Resource 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 Q4	$543K	Sell	7,918 -357	-4%	-$22.8K	0.06%	100
2021 Q3	$513K	Buy	8,275 +12	+0.1%	+$773	0.06%	102
2021 Q2	$500K	Buy	8,263 +1,682	+26%	+$108K	0.06%	103
2021 Q1	$409K	Buy	6,581 +13	+0.2%	+$778	0.05%	117
2020 Q4	$403K	Buy	6,568 +315	+5%	+$18.9K	0.06%	111
2020 Q3	$339K	Buy	6,253 +14	+0.2%	+$748	0.06%	107
2020 Q2	$323K	Sell	6,239 -696	-10%	-$38.7K	0.06%	107
2020 Q1	$375K	Sell	6,935 -310	-4%	-$19.6K	0.08%	87
2019 Q4	$462K	Sell	7,245 -789	-10%	-$48.9K	0.07%	85
2019 Q3	$496K	Sell	8,034 -79	-1%	-$4.58K	0.09%	80
2019 Q2	$448K	Sell	8,113 -5,988	-42%	-$321K	0.08%	84
2019 Q1	$729K	Sell	14,101 -877	-6%	-$43K	0.13%	65
2018 Q4	$657K	Buy	14,978 +129	+0.9%	+$5.86K	0.14%	60
2018 Q3	$647K	Buy	14,849 +4,764	+47%	+$220K	0.12%	66
2018 Q2	$467K	Buy	10,085 +620	+7%	+$27.7K	0.09%	73
2018 Q1	$423K	Sell	9,465 -1,280	-12%	-$56.8K	0.09%	77
2017 Q4	$479K	Buy	+10,745	New	+$547K	0.1%	75

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

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

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

Resource Management's SO Position: Q4 2021 in Review

Resource Management reduced its Southern Company (SO) stake by 4.3% in Q4 2021, selling an estimated $22.8K and leaving 7,918 shares worth $543K. The position accounts for 0.06% of the portfolio, ranked #100.

Resource Management first reported a position in SO in Q4 2017 and has held it in 17 quarters since. The position peaked at $729K in Q1 2019. 1,653 funds tracked by Wall St. Rank hold SO as of Q4 2021.

Resource Management held 7,918 shares of Southern Company worth $543K as of Q4 2021.
Resource Management sold 357 Southern Company shares in Q4 2021, an estimated $22.8K.
Southern Company made up 0.06% of Resource Management's portfolio in Q4 2021, its #100 holding.
Resource Management first reported a position in Southern Company in Q4 2017 and has held it in 17 quarters since.
Resource Management's Southern Company position peaked at $729K in Q1 2019.
1,653 funds tracked by Wall St. Rank held Southern Company as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.