WA
SO icon

Wealthstar Advisors’s Southern Company SO Stock Holding History

Wealthstar Advisors’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
Q2 		– Sell
-4,914
Closed -$342K – 92
2023
Q1 		$342K Buy
4,914
+1
+0% +$67 0.13% 69
2022
Q4 		$351K Hold
4,913
– – 0.16% 68
2022
Q3 		$335K Buy
+4,913
New +$372K 0.16% 66
2019
Q3 		– Sell
-3,722
Closed -$206K – 72
2019
Q2 		$206K Buy
+3,722
New +$199K 0.12% 58

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthstar Advisors's SO Position: Q2 2023 in Review

Wealthstar Advisors sold out of Southern Company (SO) in Q2 2023, closing a stake of 4,914 shares — an estimated $342K sold.

Wealthstar Advisors first reported a position in SO in Q2 2019 and held it in 4 quarters. The position peaked at $351K in Q4 2022. 1,722 funds tracked by Wall St. Rank hold SO as of Q2 2023.

  • Wealthstar Advisors reported no remaining Southern Company position as of Q2 2023 after selling out during the quarter.
  • Wealthstar Advisors sold 4,914 Southern Company shares in Q2 2023, an estimated $342K.
  • Wealthstar Advisors first reported a position in Southern Company in Q2 2019 and held it in 4 quarters.
  • Wealthstar Advisors's Southern Company position peaked at $351K in Q4 2022.
  • 1,722 funds tracked by Wall St. Rank held Southern Company as of Q2 2023.

Based on Wealthstar Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.