TCWP’s Southern Company SO Stock Holding History

TCWP’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	-958	Closed	-$69K	–	1521
2022 Q1	$69K	Buy	+958	New	+$64.9K	0.01%	417

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

TCWP's SO Position: Q2 2022 in Review

TCWP sold out of Southern Company (SO) in Q2 2022, closing a stake of 958 shares — an estimated $69K sold.

TCWP first reported a position in SO in Q1 2022 and held it in 1 quarter. The position peaked at $69K in Q1 2022. 1,680 funds tracked by Wall St. Rank hold SO as of Q2 2022.

TCWP reported no remaining Southern Company position as of Q2 2022 after selling out during the quarter.
TCWP sold 958 Southern Company shares in Q2 2022, an estimated $69K.
TCWP first reported a position in Southern Company in Q1 2022 and held it in 1 quarter.
TCWP's Southern Company position peaked at $69K in Q1 2022.
1,680 funds tracked by Wall St. Rank held Southern Company as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.