Wipfli Financial Advisors’s Southern Company SO Stock Holding History

Wipfli Financial 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	$601K	Buy	+8,837	New	+$669K	0.04%	188

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

Wipfli Financial Advisors's SO Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Southern Company (SO) in Q3 2022: 8,837 shares worth $601K. The stake represents 0.04% of the portfolio and ranks #188 among its holdings.

1,658 funds tracked by Wall St. Rank hold SO as of Q3 2022.

Wipfli Financial Advisors held 8,837 shares of Southern Company worth $601K as of Q3 2022.
Southern Company was a new Wipfli Financial Advisors position in Q3 2022.
Southern Company made up 0.04% of Wipfli Financial Advisors's portfolio in Q3 2022, its #188 holding.
1,658 funds tracked by Wall St. Rank held Southern Company as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.