Win Advisors’s Southern Company SO Stock Holding History

Win 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
2022 Q3	–	Sell	-184	Closed	-$13K	–	157
2022 Q2	$13K	Buy	184 +129	+235%	+$9.47K	0.03%	103
2022 Q1	$4K	Buy	+55	New	+$3.73K	﹤0.01%	163

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Win Advisors's SO Position: Q3 2022 in Review

Win Advisors sold out of Southern Company (SO) in Q3 2022, closing a stake of 184 shares — an estimated $13K sold.

Win Advisors first reported a position in SO in Q1 2022 and held it in 2 quarters. The position peaked at $13K in Q2 2022. 1,658 funds tracked by Wall St. Rank hold SO as of Q3 2022.

Win Advisors reported no remaining Southern Company position as of Q3 2022 after selling out during the quarter.
Win Advisors sold 184 Southern Company shares in Q3 2022, an estimated $13K.
Win Advisors first reported a position in Southern Company in Q1 2022 and held it in 2 quarters.
Win Advisors's Southern Company position peaked at $13K in Q2 2022.
1,658 funds tracked by Wall St. Rank held Southern Company as of Q3 2022.

Based on Win Advisors's 13F filing for Q3 2022, filed 27 Oct 2022.