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Resource Planning Group’s Southern Company SO Stock Holding History

Resource Planning 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
Q1 		– Sell
-3,186
Closed -$228K – 66
2022
Q4 		$228K Sell
3,186
-1,194
-27% -$79.8K 0.18% 58
2022
Q3 		$298K Sell
4,380
-7
-0.2% -$530 0.26% 56
2022
Q2 		$313K Sell
4,387
-6
-0.1% -$441 0.26% 54
2022
Q1 		$319K Buy
4,393
+56
+1% +$3.79K 0.23% 54
2021
Q4 		$297K Sell
4,337
-11
-0.3% -$701 0.2% 56
2021
Q3 		$269K Sell
4,348
-5,475
-56% -$352K 0.17% 68
2021
Q2 		$594K Buy
9,823
+574
+6% +$36.7K 0.34% 43
2021
Q1 		$575K Buy
9,249
+37
+0.4% +$2.21K 0.38% 42
2020
Q4 		$566K Buy
9,212
+2,746
+42% +$165K 0.4% 40
2020
Q3 		$351K Sell
6,466
-631
-9% -$33.7K 0.27% 49
2020
Q2 		$368K Sell
7,097
-709
-9% -$39.4K 0.28% 43
2020
Q1 		$423K Sell
7,806
-745
-9% -$47.2K 0.37% 36
2019
Q4 		$545K Sell
8,551
-325
-4% -$20.1K 0.31% 33
2019
Q3 		$548K Buy
8,876
+33
+0.4% +$1.91K 0.32% 34
2019
Q2 		$489K Buy
8,843
+892
+11% +$47.8K 0.29% 37
2019
Q1 		$411K Sell
7,951
-13
-0.2% -$637 0.27% 34
2018
Q4 		$350K Sell
7,964
-909
-10% -$41.3K 0.26% 35
2018
Q3 		$387K Buy
+8,873
New +$409K 0.3% 27

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Resource Planning Group's SO Position: Q1 2023 in Review

Resource Planning Group sold out of Southern Company (SO) in Q1 2023, closing a stake of 3,186 shares — an estimated $228K sold.

Resource Planning Group first reported a position in SO in Q3 2018 and held it in 18 quarters. The position peaked at $594K in Q2 2021. 1,701 funds tracked by Wall St. Rank hold SO as of Q1 2023.

  • Resource Planning Group reported no remaining Southern Company position as of Q1 2023 after selling out during the quarter.
  • Resource Planning Group sold 3,186 Southern Company shares in Q1 2023, an estimated $228K.
  • Resource Planning Group first reported a position in Southern Company in Q3 2018 and held it in 18 quarters.
  • Resource Planning Group's Southern Company position peaked at $594K in Q2 2021.
  • 1,701 funds tracked by Wall St. Rank held Southern Company as of Q1 2023.

Based on Resource Planning Group's 13F filing for Q1 2023, filed 12 May 2023.