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WealthPlan Investment Management’s Southern Company SO Stock Holding History

WealthPlan Investment 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
2023
Q1 		– Sell
-4,253
Closed -$286K – 551
2022
Q4 		$286K Buy
4,253
+1,000
+31% +$66.9K 0.02% 323
2022
Q3 		$223K Buy
+3,253
New +$246K 0.02% 337
2022
Q1 		$240K Buy
+3,264
New +$221K 0.02% 351

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

WealthPlan Investment Management's SO Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Southern Company (SO) in Q1 2023, closing a stake of 4,253 shares — an estimated $286K sold.

WealthPlan Investment Management first reported a position in SO in Q1 2022 and held it in 3 quarters. The position peaked at $286K in Q4 2022. 1,701 funds tracked by Wall St. Rank hold SO as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Southern Company position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 4,253 Southern Company shares in Q1 2023, an estimated $286K.
  • WealthPlan Investment Management first reported a position in Southern Company in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's Southern Company position peaked at $286K in Q4 2022.
  • 1,701 funds tracked by Wall St. Rank held Southern Company as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.