WI
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WBI Investments’s Southern Company SO Stock Holding History

WBI Investments’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
2024
Q1 		– Sell
-13,383
Closed -$938K – 241
2023
Q4 		$938K Buy
+13,383
New +$919K 0.19% 117
2023
Q2 		– Sell
-15,616
Closed -$1.09M – 224
2023
Q1 		$1.09M Buy
+15,616
New +$1.05M 0.22% 111
2022
Q2 		– Sell
-17,598
Closed -$1.28M – 185
2022
Q1 		$1.28M Sell
17,598
-26,358
-60% -$1.79M 0.21% 103
2021
Q4 		$3.01M Sell
43,956
-1,653
-4% -$105K 0.48% 54
2021
Q3 		$2.83M Sell
45,609
-676
-1% -$43.5K 0.47% 61
2021
Q2 		$2.8M Buy
+46,285
New +$2.96M 0.43% 57
2020
Q2 		– Sell
-14,644
Closed -$793K – 128
2020
Q1 		$793K Buy
+14,644
New +$928K 0.15% 45
2017
Q2 		– Sell
-11,141
Closed -$555K – 357
2017
Q1 		$555K Buy
+11,141
New +$551K 0.02% 235

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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