Sand Hill Global Advisors’s Southern Company SO Stock Holding History

Sand Hill Global 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
2022 Q2	–	Sell	-10,066	Closed	-$730K	–	167
2022 Q1	$730K	Buy	+10,066	New	+$682K	0.04%	100
2017 Q1	–	Sell	-5,289	Closed	-$260K	–	91
2016 Q4	$260K	Buy	5,289 +147	+3%	+$7.22K	0.04%	73
2016 Q3	$264K	Hold	5,142	–	–	0.04%	66
2016 Q2	$276K	Hold	5,142	–	–	0.04%	67
2016 Q1	$266K	Hold	5,142	–	–	0.04%	70
2015 Q4	$241K	Sell	5,142 -862	-14%	-$39.1K	0.04%	71
2015 Q3	$268K	Hold	6,004	–	–	0.04%	71
2015 Q2	$252K	Sell	6,004 -3,108	-34%	-$135K	0.04%	73
2015 Q1	$403K	Buy	9,112 +1,950	+27%	+$92.6K	0.07%	66
2014 Q4	$352K	Hold	7,162	–	–	0.06%	68
2014 Q3	$313K	Hold	7,162	–	–	0.05%	66
2014 Q2	$325K	Hold	7,162	–	–	0.06%	67
2014 Q1	$315K	Sell	7,162 -125	-2%	-$5.24K	0.06%	65
2013 Q4	$300K	Buy	7,287 +125	+2%	+$5.16K	0.06%	66
2013 Q3	$295K	Hold	7,162	–	–	0.05%	65
2013 Q2	$316K	Buy	+7,162	New	+$329K	0.09%	58

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sand Hill Global Advisors's SO Position: Q2 2022 in Review

Sand Hill Global Advisors sold out of Southern Company (SO) in Q2 2022, closing a stake of 10,066 shares — an estimated $730K sold.

Sand Hill Global Advisors first reported a position in SO in Q2 2013 and held it in 16 quarters. The position peaked at $730K in Q1 2022. 1,682 funds tracked by Wall St. Rank hold SO as of Q2 2022.

Sand Hill Global Advisors reported no remaining Southern Company position as of Q2 2022 after selling out during the quarter.
Sand Hill Global Advisors sold 10,066 Southern Company shares in Q2 2022, an estimated $730K.
Sand Hill Global Advisors first reported a position in Southern Company in Q2 2013 and held it in 16 quarters.
Sand Hill Global Advisors's Southern Company position peaked at $730K in Q1 2022.
1,682 funds tracked by Wall St. Rank held Southern Company as of Q2 2022.

Based on Sand Hill Global Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.