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Wealthspire Advisors (Maryland)’s Southern Company SO Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$547K Buy
10,080
+482
+5% +$25.8K 0.02% 253
2020
Q2 		$498K Sell
9,598
-487
-5% -$27.1K 0.04% 258
2020
Q1 		$546K Buy
10,085
+150
+2% +$9.5K 0.05% 220
2019
Q4 		$633K Buy
9,935
+720
+8% +$44.6K 0.04% 236
2019
Q3 		$569K Buy
9,215
+1,512
+20% +$87.6K 0.04% 238
2019
Q2 		$426K Sell
7,703
-799
-9% -$42.8K 0.03% 281
2019
Q1 		$439K Sell
8,502
-478
-5% -$23.4K 0.03% 275
2018
Q4 		$394K Buy
8,980
+1,388
+18% +$63.1K 0.04% 265
2018
Q3 		$331K Sell
7,592
-207
-3% -$9.54K 0.03% 333
2018
Q2 		$361K Sell
7,799
-920
-11% -$41.2K 0.03% 311
2018
Q1 		$389K Sell
8,719
-717
-8% -$31.8K 0.04% 301
2017
Q4 		$454K Sell
9,436
-244
-3% -$12.4K 0.04% 277
2017
Q3 		$476K Buy
9,680
+870
+10% +$42.2K 0.05% 246
2017
Q2 		$422K Buy
8,810
+2,203
+33% +$110K 0.05% 262
2017
Q1 		$329K Sell
6,607
-5,153
-44% -$255K 0.05% 270
2016
Q4 		$578K Buy
11,760
+61
+0.5% +$3K 0.09% 150
2016
Q3 		$600K Sell
11,699
-2,974
-20% -$157K 0.09% 148
2016
Q2 		$787K Sell
14,673
-1,628
-10% -$81.9K 0.13% 117
2016
Q1 		$843K Buy
16,301
+11,173
+218% +$544K 0.15% 103
2015
Q4 		$240K Buy
+5,128
New +$232K 0.04% 314

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SO Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Southern Company (SO) stake by 5% in Q3 2020, buying an estimated $25.8K and bringing the position to 10,080 shares worth $547K. The position accounts for 0.02% of the portfolio, ranked #253.

Wealthspire Advisors (Maryland) first reported a position in SO in Q4 2015 and has held it in 20 quarters since. The position peaked at $843K in Q1 2016. 1,360 funds tracked by Wall St. Rank hold SO as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 10,080 shares of Southern Company worth $547K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 482 Southern Company shares in Q3 2020, an estimated $25.8K.
  • Southern Company made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #253 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Southern Company in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Southern Company position peaked at $843K in Q1 2016.
  • 1,360 funds tracked by Wall St. Rank held Southern Company as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.