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Ten Capital Wealth Advisors’s Southern Company SO Stock Holding History

Ten Capital 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
-22
Closed -$1.53K – 473
2023
Q1 		$1.53K Sell
22
-18
-45% -$1.21K ﹤0.01% 472
2022
Q4 		$2.86K Buy
40
+18
+82% +$1.2K ﹤0.01% 420
2022
Q3 		$1K Buy
+22
New +$1.67K ﹤0.01% 531

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

Ten Capital Wealth Advisors's SO Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Southern Company (SO) in Q2 2023, closing a stake of 22 shares — an estimated $1.53K sold.

Ten Capital Wealth Advisors first reported a position in SO in Q3 2022 and held it in 3 quarters. The position peaked at $2.86K in Q4 2022. 1,723 funds tracked by Wall St. Rank hold SO as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining Southern Company position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 22 Southern Company shares in Q2 2023, an estimated $1.53K.
  • Ten Capital Wealth Advisors first reported a position in Southern Company in Q3 2022 and held it in 3 quarters.
  • Ten Capital Wealth Advisors's Southern Company position peaked at $2.86K in Q4 2022.
  • 1,723 funds tracked by Wall St. Rank held Southern Company as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.