VWA
SO icon

V Wealth Advisors’s Southern Company SO Stock Holding History

V 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 		– Sell
-8,224
Closed -$578K – 319
2023
Q2 		$578K Buy
8,224
+36
+0.4% +$2.58K 0.1% 181
2023
Q1 		$570K Sell
8,188
-493
-6% -$33.2K 0.11% 181
2022
Q4 		$620K Sell
8,681
-6,314
-42% -$422K 0.13% 166
2022
Q3 		$1.02M Buy
14,995
+446
+3% +$33.8K 0.2% 111
2022
Q2 		$1.04M Buy
14,549
+1,246
+9% +$91.5K 0.2% 126
2022
Q1 		$964K Sell
13,303
-214
-2% -$14.5K 0.15% 157
2021
Q4 		$927K Buy
13,517
+1,012
+8% +$64.5K 0.14% 168
2021
Q3 		$775K Buy
12,505
+123
+1% +$7.92K 0.12% 180
2021
Q2 		$749K Sell
12,382
-1,673
-12% -$107K 0.12% 193
2021
Q1 		$873K Sell
14,055
-3,687
-21% -$221K 0.16% 157
2020
Q4 		$1.09M Buy
17,742
+10,115
+133% +$608K 0.23% 116
2020
Q3 		$414K Sell
7,627
-3,091
-29% -$165K 0.29% 88
2020
Q2 		$556K Buy
10,718
+4,460
+71% +$248K 0.14% 174
2020
Q1 		$339K Buy
6,258
+2,615
+72% +$166K 0.11% 197
2019
Q4 		$225K Hold
3,643
– – 0.08% 252
2019
Q3 		$225K Buy
+3,643
New +$211K 0.08% 252
2017
Q4 		– Sell
-4,218
Closed -$206K – 219
2017
Q3 		$206K Buy
4,218
+673
+19% +$32.6K 0.1% 177
2017
Q2 		$171K Sell
3,545
-552
-13% -$27.7K 0.08% 193
2017
Q1 		$203K Buy
+4,097
New +$202K 0.12% 171
2016
Q4 		– Sell
-4,429
Closed -$227K – 187
2016
Q3 		$227K Sell
4,429
-296
-6% -$15.6K 0.18% 149
2016
Q2 		$254K Buy
4,725
+4
+0.1% +$201 0.21% 131
2016
Q1 		$241K Buy
+4,721
New +$230K 0.19% 121

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

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

V Wealth Advisors sold out of Southern Company (SO) in Q3 2023, closing a stake of 8,224 shares — an estimated $578K sold.

V Wealth Advisors first reported a position in SO in Q1 2016 and held it in 22 quarters. The position peaked at $1.09M in Q4 2020. 1,708 funds tracked by Wall St. Rank hold SO as of Q3 2023.

  • V Wealth Advisors reported no remaining Southern Company position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 8,224 Southern Company shares in Q3 2023, an estimated $578K.
  • V Wealth Advisors first reported a position in Southern Company in Q1 2016 and held it in 22 quarters.
  • V Wealth Advisors's Southern Company position peaked at $1.09M in Q4 2020.
  • 1,708 funds tracked by Wall St. Rank held Southern Company as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.