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
2021 Q4	–	Sell	-2,000	Closed	-$124K	–	549
2021 Q3	$124K	Buy	+2,000	New	+$129K	0.02%	482

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 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.