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Rooted Wealth Advisors’s Southern Company SO Stock Holding History

Rooted Wealth Advisors’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
Q2 		– Sell
-3,482
Closed -$250K – 97
2023
Q1 		$250K Hold
3,482
– – 0.19% 67
2022
Q4 		$249K Buy
+3,482
New +$233K 0.21% 58

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
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

Rooted Wealth Advisors's SO Position: Q2 2023 in Review

Rooted Wealth Advisors sold out of Southern Company (SO) in Q2 2023, closing a stake of 3,482 shares — an estimated $250K sold.

Rooted Wealth Advisors first reported a position in SO in Q4 2022 and held it in 2 quarters. The position peaked at $250K in Q1 2023. 1,722 funds tracked by Wall St. Rank hold SO as of Q2 2023.

  • Rooted Wealth Advisors reported no remaining Southern Company position as of Q2 2023 after selling out during the quarter.
  • Rooted Wealth Advisors sold 3,482 Southern Company shares in Q2 2023, an estimated $250K.
  • Rooted Wealth Advisors first reported a position in Southern Company in Q4 2022 and held it in 2 quarters.
  • Rooted Wealth Advisors's Southern Company position peaked at $250K in Q1 2023.
  • 1,722 funds tracked by Wall St. Rank held Southern Company as of Q2 2023.

Based on Rooted Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.