WE
SOLN

Wealth Effects’s The Southern Company SOLN Stock Holding History

Wealth Effects’s Portfolio SOLN Stock Details SOLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-6,650
Closed -$357K – 222
2021
Q4 		$357K Buy
+6,650
New +$344K 0.15% 132

Other funds holding SOLN

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Wealth Effects's SOLN Position: Q1 2022 in Review

Wealth Effects sold out of The Southern Company (SOLN) in Q1 2022, closing a stake of 6,650 shares — an estimated $357K sold.

Wealth Effects first reported a position in SOLN in Q4 2021 and held it in 1 quarter. The position peaked at $357K in Q4 2021. 63 funds tracked by Wall St. Rank hold SOLN as of Q1 2022.

  • Wealth Effects reported no remaining The Southern Company position as of Q1 2022 after selling out during the quarter.
  • Wealth Effects sold 6,650 The Southern Company shares in Q1 2022, an estimated $357K.
  • Wealth Effects first reported a position in The Southern Company in Q4 2021 and held it in 1 quarter.
  • Wealth Effects's The Southern Company position peaked at $357K in Q4 2021.
  • 63 funds tracked by Wall St. Rank held The Southern Company as of Q1 2022.

Based on Wealth Effects's 13F filing for Q1 2022, filed 16 May 2022.