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Sutton Wealth Advisors’s Southern Company SO Stock Holding History

Sutton 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
Q3 		$104K Buy
1,601
+100
+7% +$6.94K 0.05% 169
2023
Q2 		$105K Sell
1,501
-3
-0.2% -$215 0.05% 164
2023
Q1 		$105K Sell
1,504
-2,444
-62% -$165K 0.06% 155
2022
Q4 		$282K Buy
3,948
+140
+4% +$9.36K 0.11% 140
2022
Q3 		$259K Buy
3,808
+10
+0.3% +$758 0.11% 141
2022
Q2 		$271K Buy
3,798
+27
+0.7% +$1.98K 0.11% 133
2022
Q1 		$273K Buy
3,771
+31
+0.8% +$2.1K 0.09% 148
2021
Q4 		$256K Hold
3,740
– – 0.09% 156
2021
Q3 		$232K Sell
3,740
-282
-7% -$18.2K 0.09% 164
2021
Q2 		$243K Buy
4,022
+156
+4% +$9.98K 0.09% 159
2021
Q1 		$240K Buy
3,866
+85
+2% +$5.09K 0.09% 154
2020
Q4 		$232K Buy
3,781
+131
+4% +$7.88K 0.1% 144
2020
Q3 		$198K Buy
3,650
+23
+0.6% +$1.23K 0.1% 142
2020
Q2 		$188K Buy
3,627
+118
+3% +$6.56K 0.1% 146
2020
Q1 		$190K Buy
3,509
+529
+18% +$33.5K 0.12% 135
2019
Q4 		$190K Hold
2,980
– – 0.1% 156
2019
Q3 		$184K Hold
2,980
– – 0.1% 156
2019
Q2 		$165K Hold
2,980
– – 0.09% 161
2019
Q1 		$154K Hold
2,980
– – 0.09% 163
2018
Q4 		$131K Sell
2,980
-190
-6% -$8.64K 0.08% 169
2018
Q3 		$138K Sell
3,170
-3
-0.1% -$138 0.09% 168
2018
Q2 		$147K Sell
3,173
-9
-0.3% -$403 0.1% 157
2018
Q1 		$142K Hold
3,182
– – 0.1% 161
2017
Q4 		$153K Hold
3,182
– – 0.11% 152
2017
Q3 		$156K Hold
3,182
– – 0.12% 147
2017
Q2 		$152K Buy
3,182
+3
+0.1% +$150 0.12% 145
2017
Q1 		$158K Sell
3,179
-36
-1% -$1.78K 0.13% 132
2016
Q4 		$158K Hold
3,215
– – 0.14% 125
2016
Q3 		$165K Hold
3,215
– – 0.15% 115
2016
Q2 		$172K Buy
3,215
+103
+3% +$5.18K 0.16% 107
2016
Q1 		$161K Buy
+3,112
New +$152K 0.15% 117

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sutton Wealth Advisors's SO Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Southern Company (SO) stake by 6.7% in Q3 2023, buying an estimated $6.94K and bringing the position to 1,601 shares worth $104K. The position accounts for 0.05% of the portfolio, ranked #169.

Sutton Wealth Advisors first reported a position in SO in Q1 2016 and has held it in 31 quarters since. The position peaked at $282K in Q4 2022. 1,709 funds tracked by Wall St. Rank hold SO as of Q3 2023.

  • Sutton Wealth Advisors held 1,601 shares of Southern Company worth $104K as of Q3 2023.
  • Sutton Wealth Advisors bought 100 Southern Company shares in Q3 2023, an estimated $6.94K.
  • Southern Company made up 0.05% of Sutton Wealth Advisors's portfolio in Q3 2023, its #169 holding.
  • Sutton Wealth Advisors first reported a position in Southern Company in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Southern Company position peaked at $282K in Q4 2022.
  • 1,709 funds tracked by Wall St. Rank held Southern Company as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.