Vivid Financial Management’s Southern Company SO Stock Holding History

Vivid Financial Management’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	$215K	Buy	+3,134	New	+$200K	0.08%	123

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

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

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

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

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

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

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

Vivid Financial Management's SO Position: Q4 2021 in Review

Vivid Financial Management opened a new position in Southern Company (SO) in Q4 2021: 3,134 shares worth $215K. The stake represents 0.08% of the portfolio and ranks #123 among its holdings.

1,652 funds tracked by Wall St. Rank hold SO as of Q4 2021.

Vivid Financial Management held 3,134 shares of Southern Company worth $215K as of Q4 2021.
Southern Company was a new Vivid Financial Management position in Q4 2021.
Southern Company made up 0.08% of Vivid Financial Management's portfolio in Q4 2021, its #123 holding.
1,652 funds tracked by Wall St. Rank held Southern Company as of Q4 2021.

Based on Vivid Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.