Southern Company (SO) Ownership

70.82 ↓2.32 (-3.17%)
As of Market Close on July 5th, 2022.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Southern Company (SO), owning a total of 91.6 million shares. Combined, the top 102 institutional holders of SO own 200.87% of the company with a total of 2.1 billion shares.

In the latest ownership report, the top 102 institutional holders have increased their combined ownership of SO by 40.4 million shares, a 1.86% increase from the quarter prior.

Institution Ownership Chart

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Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc8.625%0.971%91,645,885881,6362022-03-31
Vanguard Group Inc8.561%0.155%90,764,249140,2312021-12-31
Vanguard Group Inc8.551%0.498%90,624,018448,8192021-09-30
Vanguard Group Inc8.517%0.525%90,175,199471,0932021-06-30
Vanguard Group Inc8.474%0.335%89,704,106299,8042021-03-31
BlackRock Inc7.088%4.257%75,047,9663,064,6452021-06-30
BlackRock Inc6.969%0.735%73,889,061539,3952021-12-31
BlackRock Inc6.800%0.480%71,983,321343,5862021-03-31
State Street Corporation5.901%19.410%62,701,85510,192,0442022-03-31
T. Rowe Price Associates, Inc.5.400%31.170%57,371,85513,633,2332022-03-31
State Street Corporation4.953%0.831%52,509,811432,9762021-12-31
State Street Corporation4.914%0.259%52,076,835134,5322021-09-30
State Street Corporation4.906%0.107%51,942,30355,6712021-06-30
State Street Corporation4.901%-0.635%51,886,632-331,6992021-03-31
T. Rowe Price Associates, Inc.4.151%12.761%43,940,3604,972,6982021-03-31
T. Rowe Price Associates, Inc.4.125%24.943%43,738,6228,731,8172021-12-31
T. Rowe Price Associates, Inc.3.405%-17.955%36,050,775-7,889,5852021-06-30
T. Rowe Price Associates, Inc.3.303%-2.896%35,006,805-1,043,9702021-09-30
FMR Inc3.043%26.599%32,333,2216,793,4012022-03-31
Massachusetts Financial Services Company3.020%-0.238%31,975,022-76,3252021-03-31
Massachusetts Financial Services Company2.953%-2.228%31,262,651-712,3712021-06-30
Franklin Resources Inc2.920%-3.561%30,914,035-1,141,5342021-03-31
Massachusetts Financial Services Company2.908%-1.408%30,822,575-440,0762021-09-30
Massachusetts Financial Services Company2.891%-0.565%30,648,405-174,1702021-12-31
Franklin Resources Inc2.808%4.136%29,764,0101,182,1302021-09-30
Massachusetts Financial Services Company2.757%-4.421%29,293,437-1,354,9682022-03-31
Franklin Resources Inc2.700%-3.839%28,621,339-1,142,6712021-12-31
Franklin Resources Inc2.699%-7.544%28,581,880-2,332,1552021-06-30
FMR Inc2.409%2.430%25,539,820605,8802021-12-31
FMR Inc2.353%10.097%24,933,9402,286,6942021-09-30
Franklin Resources Inc2.234%-17.051%23,740,991-4,880,3482022-03-31
FMR Inc2.139%7.738%22,647,2461,626,5502021-06-30
FMR Inc1.986%6.433%21,020,6961,270,4452021-03-31
Geode Capital Management, LLC1.655%6.124%17,579,0231,014,4012022-03-31
Geode Capital Management, LLC1.562%2.989%16,564,622480,7572021-12-31
Geode Capital Management, LLC1.518%1.226%16,083,865194,8482021-09-30
Geode Capital Management, LLC1.501%6.220%15,889,017930,3812021-06-30
Geode Capital Management, LLC1.413%0.962%14,958,636142,4672020-12-31
Northern Trust Corp1.143%-0.694%12,104,006-84,6042021-03-31
Capital Research Global Investors1.126%0.863%11,938,813102,1212021-12-31
Capital Research Global Investors1.117%2.251%11,836,692260,5302021-09-30
Northern Trust Corp1.108%-3.082%11,730,964-373,0422021-06-30
Capital Research Global Investors1.093%17.206%11,576,1621,699,3622021-06-30
Northern Trust Corp1.085%-2.006%11,495,615-235,3492021-09-30
Capital Research Global Investors1.073%-4.478%11,404,226-534,5872022-03-31
Northern Trust Corp1.062%-2.040%11,261,104-234,5112021-12-31
Northern Trust Corp1.047%-1.194%11,126,705-134,3992022-03-31
Legal & General Group PLC1.013%0.648%10,720,40168,9952021-03-31
Legal & General Group PLC1.001%-1.116%10,600,757-119,6442021-06-30
Legal & General Group PLC0.993%-0.712%10,525,327-75,4302021-09-30
Legal & General Group PLC0.961%-3.213%10,187,185-338,1422021-12-31
Bank of New York Mellon Corp0.942%-0.790%9,969,671-79,4112021-03-31
Legal & General Group PLC0.935%-2.522%9,930,235-256,9502022-03-31
Capital Research Global Investors0.933%10.385%9,876,800929,2072021-03-31
Bank of America Corp0.833%3.627%8,819,970308,7182021-06-30
Bank of America Corp0.804%11.813%8,511,252899,2162021-03-31
Bank of America Corp0.799%-4.057%8,462,109-357,8612021-09-30
California Public Employees Retrmnt Sys0.772%0.915%8,178,37774,1232021-09-30
Bank of New York Mellon Corp0.770%1.700%8,161,695136,4272021-12-31
California Public Employees Retrmnt Sys0.769%-4.407%8,144,551-375,5062021-03-31
California Public Employees Retrmnt Sys0.765%-0.495%8,104,254-40,2972021-06-30
Bank of New York Mellon Corp0.758%-19.499%8,025,657-1,944,0142021-06-30
Bank of New York Mellon Corp0.752%-2.093%7,990,904-170,7912022-03-31
California Public Employees Retrmnt Sys0.750%-2.749%7,953,572-224,8052021-12-31
California Public Employees Retrmnt Sys0.745%-0.495%7,914,172-39,4002022-03-31
Bank of America Corp0.730%-8.483%7,744,293-717,8162021-12-31
Bank of America Corp0.665%-8.782%7,064,187-680,1062022-03-31
Federated Hermes Inc0.621%1.049%6,579,97368,3222021-06-30
Federated Hermes Inc0.619%1.939%6,561,837124,8022021-12-31
Amvescap Plc.0.618%2.597%6,564,896166,1522022-03-31
Federated Hermes Inc0.615%0.255%6,511,65116,5832021-03-31
Federated Hermes Inc0.607%-2.172%6,437,035-142,9382021-09-30
Mellon Investments Corporation0.604%1.309%6,396,92282,6712021-03-31
Amvescap Plc.0.604%4.948%6,398,744301,6902021-12-31
Morgan Stanley - Brokerage Accounts0.588%24.687%6,229,7481,233,4362021-12-31
Amvescap Plc.0.575%5.840%6,097,054336,4102021-09-30
Amvescap Plc.0.544%63.929%5,760,6442,246,5422021-06-30
Federated Hermes Inc0.518%-16.149%5,502,146-1,059,6912022-03-31
Swiss National Bank0.515%1.653%5,447,51988,6002021-03-31
Morgan Stanley - Brokerage Accounts0.513%24.361%5,433,9701,064,4502021-06-30
Charles Schwab Investment Management Inc0.513%3.619%5,452,665190,4562022-03-31
Wells Fargo & Co0.508%9.344%5,378,756459,6552021-09-30
Charles Schwab Investment Management Inc0.496%4.264%5,262,209215,1802021-12-31
Pictet Asset Management Ltd0.496%-11.164%5,251,273-659,9182021-03-31
Charles Schwab Investment Management Inc0.476%1.622%5,047,02980,5502021-09-30
Morgan Stanley - Brokerage Accounts0.473%-19.366%5,023,319-1,206,4292022-03-31
Morgan Stanley - Brokerage Accounts0.471%-8.054%4,996,312-437,6582021-09-30
Charles Schwab Investment Management Inc0.469%3.307%4,966,479158,9602021-06-30
Pictet Asset Management Ltd0.465%-6.274%4,921,824-329,4492021-06-30
Wells Fargo & Co0.465%3.896%4,919,101184,4792021-06-30
Wells Fargo & Co0.459%6.290%4,879,810288,7562022-03-31
Charles Schwab Investment Management Inc0.454%3.074%4,807,519143,3862021-03-31
Wells Fargo & Co0.447%-5.237%4,734,622-261,6272021-03-31
Wells Fargo & Co0.433%-14.645%4,591,054-787,7022021-12-31
Swiss National Bank0.432%14.059%4,590,347565,8002022-03-31
Morgan Stanley - Brokerage Accounts0.413%-4.506%4,369,520-206,1862021-03-31
Swiss National Bank0.407%-20.912%4,308,347-1,139,1722021-06-30
Mellon Investments Corporation0.403%2.255%4,273,67794,2412021-12-31
Swiss National Bank0.396%-2.699%4,192,047-116,3002021-09-30
Barclays PLC0.381%84.102%4,037,6941,844,5102021-12-31
Goldman Sachs Group Inc0.359%-6.997%3,804,654-286,2372021-09-30
UBS Asset Mgmt Americas Inc0.354%7.403%3,755,731258,8722021-09-30

Mutual Fund Ownership

Liberty One Spectrum is the biggest individual fund holder of Southern Company (SO), owning a total of 31.4 million shares. Combined, the top 207 mutual fund holders of SO own 226.97% of the company with a total of 2.4 billion shares.

In the latest ownership report, the top 207 mutual funds have increased their combined ownership of SO by 37.2 million shares, a 1.52% increase from the quarter prior.

Mutual Funds Chart

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Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Liberty One Spectrum2.966%2.727%31,399,769833,4882021-06-30
Vanguard Total Stock Mkt Idx Inv2.922%1.002%31,041,158307,7842022-05-31
Liberty One Spectrum2.896%-2.356%30,659,997-739,7722021-09-30
Vanguard Total Stock Mkt Idx Inv2.893%0.473%30,733,374144,8212022-04-30
Vanguard Total Stock Mkt Idx Inv2.888%0.869%30,623,160263,7622022-02-28
Vanguard Total Stock Mkt Idx Inv2.885%-0.113%30,588,553-34,6072022-03-31
Vanguard Total Stock Mkt Idx Inv2.864%0.814%30,359,398245,1752022-01-31
Vanguard Total Stock Mkt Idx Inv2.842%0.297%30,114,22389,2402021-12-31
Vanguard Total Stock Mkt Idx Inv2.833%0.194%30,024,98358,1732021-11-30
Vanguard Total Stock Mkt Idx Inv2.831%0.139%29,970,94141,6212021-07-31
Vanguard Total Stock Mkt Idx Inv2.828%0.024%29,944,6307,1192021-09-30
Vanguard Total Stock Mkt Idx Inv2.828%0.074%29,966,81022,1802021-10-31
Vanguard Total Stock Mkt Idx Inv2.827%-0.112%29,937,511-33,4302021-08-31
Vanguard Total Stock Mkt Idx Inv2.827%-0.147%29,929,320-44,0892021-06-30
Vanguard 500 Index Investor2.186%0.851%23,178,546195,6352022-03-31
Vanguard 500 Index Investor2.173%0.713%23,088,722163,3502022-05-31
Vanguard 500 Index Investor2.168%2.046%22,982,911460,6982022-02-28
Vanguard 500 Index Investor2.158%-1.092%22,925,372-253,1742022-04-30
Vanguard 500 Index Investor2.124%0.642%22,522,213143,6102022-01-31
Vanguard 500 Index Investor2.122%0.566%22,490,689126,5542021-11-30
Vanguard 500 Index Investor2.112%-0.498%22,378,603-112,0862021-12-31
Vanguard 500 Index Investor2.110%0.552%22,364,135122,7022021-10-31
Vanguard 500 Index Investor2.101%0.413%22,241,43391,4942021-09-30
Vanguard 500 Index Investor2.092%0.469%22,149,939103,4082021-08-31
Vanguard 500 Index Investor2.082%0.752%22,046,531164,5072021-07-31
Vanguard 500 Index Investor2.067%0.167%21,882,02436,4382021-06-30
Franklin Income A11.606%0.000%17,000,00002021-06-30
Franklin Income A11.606%0.000%17,000,00002021-07-31
Franklin Income A11.606%0.000%17,000,00002021-08-31
Franklin Income A11.606%0.000%17,000,00002021-09-30
Franklin Income A11.604%0.000%17,000,00002021-10-31
Utilities Select Sector SPDR® ETF1.576%0.136%16,739,67822,6622022-05-31
Franklin Income A11.557%-2.941%16,500,000-500,0002021-12-31
Utilities Select Sector SPDR® ETF1.556%3.656%16,534,504583,1102022-04-30
Utilities Select Sector SPDR® ETF1.555%-0.723%16,520,626-120,3842022-06-29
MFS Value A1.526%0.000%16,156,46402021-06-30
MFS Value A1.526%0.000%16,156,46402021-07-31
MFS Value A1.526%0.000%16,156,46402021-08-31
MFS Value A1.526%0.000%16,156,46402021-09-30
MFS Value A1.525%0.000%16,156,46402021-10-31
MFS Value A1.525%0.000%16,156,46402021-11-30
MFS Value A1.525%0.000%16,156,46402021-12-31
MFS Value A1.523%-0.072%16,144,782-11,6822022-01-31
MFS Value A1.521%-0.091%16,130,136-14,6462022-02-28
MFS Large Cap Value Equity1.518%-0.163%16,130,136-26,3282022-03-31
MFS Value A1.517%0.000%16,130,13602022-03-31
Franklin Income A11.509%-3.030%16,000,000-500,0002022-01-31
Utilities Select Sector SPDR® ETF1.500%-0.071%15,951,394-11,2832022-04-29
MFS Value A1.496%-1.487%15,890,237-239,8992022-04-30
MFS Value A1.490%-0.390%15,828,248-61,9892022-05-31
Utilities Select Sector SPDR® ETF1.418%0.251%15,029,94937,6002022-03-31
Utilities Select Sector SPDR® ETF1.417%0.713%15,008,239106,1762021-08-31
Franklin Income A11.415%-6.250%15,000,000-1,000,0002022-02-28
Utilities Select Sector SPDR® ETF1.384%1.222%14,662,872176,9552022-01-31
Utilities Select Sector SPDR® ETF1.368%-0.725%14,506,620-105,8682022-02-28
Utilities Select Sector SPDR® ETF1.345%-0.106%14,240,461-15,0642021-09-30
Utilities Select Sector SPDR® ETF1.321%-0.027%14,002,282-3,7862021-11-30
Utilities Select Sector SPDR® ETF1.318%0.408%13,950,22256,6102021-07-30
Utilities Select Sector SPDR® ETF1.316%-0.108%13,935,122-15,1002021-07-31
Utilities Select Sector SPDR® ETF1.310%0.740%13,867,194101,8982021-07-28
Utilities Select Sector SPDR® ETF1.294%-0.274%13,713,986-37,6702021-10-29
Utilities Select Sector SPDR® ETF1.292%-0.574%13,688,504-79,0442021-12-30
Utilities Select Sector SPDR® ETF1.291%-0.220%13,683,850-30,1362021-10-31
Utilities Select Sector SPDR® ETF1.286%0.583%13,611,33378,8552021-06-30
Utilities Select Sector SPDR® ETF1.285%-0.495%13,620,752-67,7522021-12-31
Franklin Income A11.223%-13.333%13,000,000-2,000,0002022-03-31
T. Rowe Price US Value Equity Composite1.193%75.551%12,688,4915,460,6882022-03-31
T. Rowe Price Value1.193%75.551%12,688,4915,460,6882022-03-31
Franklin Income A11.176%-3.846%12,500,000-500,0002022-04-30
SPDR® S&P 500 ETF Trust1.125%0.594%11,925,95070,3992021-12-31
SPDR® S&P 500 ETF Trust1.119%0.300%11,855,55135,5112021-12-30
SPDR® S&P 500 ETF Trust1.089%0.479%11,541,27955,0002022-03-31
SPDR® S&P 500 ETF Trust1.080%0.044%11,473,7215,0242022-06-29
SPDR® S&P 500 ETF Trust1.078%-0.440%11,423,189-50,4632022-01-31
SPDR® S&P 500 ETF Trust1.077%0.235%11,447,42526,8322022-05-31
SPDR® S&P 500 ETF Trust1.072%1.780%11,365,250198,7372022-02-28
SPDR® S&P 500 ETF Trust1.072%0.506%11,358,76657,2242021-10-31
SPDR® S&P 500 ETF Trust1.067%0.771%11,336,97786,7362022-04-30
SPDR® S&P 500 ETF Trust1.066%0.265%11,301,54229,8562021-10-29
SPDR® S&P 500 ETF Trust1.066%0.736%11,301,01382,5932021-11-30
SPDR® S&P 500 ETF Trust1.058%0.423%11,250,24147,4242022-04-29
SPDR® S&P 500 ETF Trust1.057%-0.365%11,195,802-41,0522021-09-30
Fidelity® 500 Index1.044%0.738%11,090,82481,2902022-04-30
SPDR® S&P 500 ETF Trust1.036%0.547%10,973,00059,7122021-08-31
Fidelity® 500 Index1.036%1.440%11,009,534156,3252022-03-31
SPDR® S&P 500 ETF Trust1.033%1.119%10,938,038121,0562021-06-30
SPDR® S&P 500 ETF Trust1.028%0.466%10,883,38450,4632021-07-31
Fidelity® 500 Index1.024%1.531%10,853,209163,6992022-02-28
SPDR® S&P 500 ETF Trust1.023%0.150%10,832,92116,1982021-07-30
SPDR® S&P 500 ETF Trust1.022%0.941%10,822,953100,9262021-07-28
Fidelity® 500 Index1.008%2.073%10,689,510217,0772022-01-31
Fidelity® 500 Index0.988%1.360%10,472,433140,5522021-12-31
Fidelity® 500 Index0.975%0.697%10,331,88171,5082021-11-30
Fidelity® 500 Index0.968%1.288%10,260,373130,4462021-10-31
Fidelity® 500 Index0.956%0.600%10,129,92760,4612021-09-30
Fidelity® 500 Index0.951%0.385%10,069,46638,6092021-08-31
Fidelity® 500 Index0.947%0.502%10,030,85750,0812021-07-31
Fidelity® 500 Index0.943%1.191%9,980,776117,4282021-06-30
Fidelity® 500 Index0.932%1.071%9,863,348104,5392021-05-31
T. Rowe Price U.S. Value Equity Tr-Z0.910%80.136%9,678,5054,305,6052022-03-31
Franklin Income A10.894%-24.000%9,500,000-3,000,0002022-05-31
iShares Core S&P 500 ETF0.870%-0.014%9,241,685-1,2602022-06-29
iShares Core S&P 500 ETF0.867%0.075%9,195,2666,8862022-03-31
iShares Core S&P 500 ETF0.857%0.152%9,104,49613,7722022-05-31
iShares Core S&P 500 ETF0.855%-0.104%9,066,424-9,3902022-02-28
Vanguard Value Index Inv0.847%1.703%8,997,196150,6912022-05-31
iShares Core S&P 500 ETF0.836%0.726%8,857,96663,8522021-12-31
iShares Core S&P 500 ETF0.834%0.121%8,838,56010,6422022-01-31
iShares Core S&P 500 ETF0.834%-0.021%8,855,974-1,8782022-04-29
iShares Core S&P 500 ETF0.833%-0.007%8,857,852-6262022-04-28
Vanguard Value Index Inv0.833%0.538%8,846,50547,3152022-04-30
Vanguard Value Index Inv0.830%1.624%8,799,190140,6392022-03-31
iShares Core S&P 500 ETF0.828%-0.128%8,778,464-11,2682021-12-29
iShares Core S&P 500 ETF0.818%0.086%8,665,3777,4762021-11-30
Vanguard Value Index Inv0.817%4.906%8,658,551404,9382022-02-28
iShares Core S&P 500 ETF0.807%0.066%8,549,4995,6072021-10-29
iShares Core S&P 500 ETF0.795%0.089%8,422,0667,5002021-08-31
iShares Core S&P 500 ETF0.792%0.060%8,387,6915,0002021-07-28
iShares Core S&P 500 ETF0.791%-0.022%8,374,566-1,8752021-07-30
Vanguard Institutional Index I0.789%-0.029%8,353,544-2,4002021-06-30
iShares Core S&P 500 ETF0.786%-0.255%8,322,691-21,2502021-06-30
iShares Core S&P 500 ETF0.783%-0.075%8,289,708-6,2302021-09-30
Vanguard Institutional Index I0.781%-1.013%8,268,948-84,5962021-07-31
Vanguard Value Index Inv0.779%1.875%8,253,613151,9362022-01-31
Vanguard Institutional Index I0.775%-0.822%8,200,948-68,0002021-08-31
Vanguard Institutional Index I0.767%-1.030%8,116,450-84,4982021-09-30
Vanguard Value Index Inv0.766%1.046%8,112,79483,9382021-11-30
Vanguard Value Index Inv0.765%-0.137%8,101,677-11,1172021-12-31
Vanguard Value Index Inv0.764%0.695%8,092,93455,8692021-08-31
Vanguard Value Index Inv0.759%0.623%8,037,06549,7952021-07-31
Vanguard Institutional Index I0.758%-1.041%8,031,984-84,4662021-10-31
Vanguard Value Index Inv0.758%0.842%8,028,85667,0392021-10-31
Vanguard Institutional Index I0.757%-0.138%8,020,884-11,1002021-11-30
Vanguard Value Index Inv0.755%0.544%7,987,27043,1802021-06-30
Vanguard Institutional Index I0.752%-0.612%7,971,827-49,0572021-12-31
Vanguard Value Index Inv0.752%-1.620%7,961,817-131,1172021-09-30
Vanguard Institutional Index I0.751%-0.160%7,959,096-12,7312022-01-31
Vanguard Institutional Index I0.749%0.186%7,936,78414,7002022-03-31
Vanguard Institutional Index I0.747%-0.465%7,922,084-37,0122022-02-28
Vanguard Institutional Index I0.744%-0.363%7,908,013-28,7712022-04-30
Vanguard Institutional Index I0.744%-0.092%7,900,772-7,2412022-05-31
Pru Ret SA/T.Rowe Price Eq Inc Str II SP0.725%10,246.900%7,673,6947,599,5302021-06-30
T. Rowe Price US Value Equity Composite0.682%116.922%7,227,8033,895,8192021-12-31
T. Rowe Price Value0.682%116.922%7,227,8033,895,8192021-12-31
T. Rowe Price Equity Income0.680%-3.615%7,200,000-270,0002021-06-30
T. Rowe Price US Lg-Cp Equity Inc Comp0.680%-3.615%7,200,000-270,0002021-06-30
T. Rowe Price Equity Income0.678%-0.278%7,180,000-20,0002021-09-30
T. Rowe Price US Lg-Cp Equity Inc Comp0.678%-0.278%7,180,000-20,0002021-09-30
T. Rowe Price Equity Income0.678%0.000%7,180,00002021-12-31
T. Rowe Price US Lg-Cp Equity Inc Comp0.678%0.000%7,180,00002021-12-31
Vanguard Utilities ETF0.675%0.887%7,169,33463,0322022-04-30
Vanguard Utilities ETF0.670%3.557%7,106,302244,1072022-03-31
Vanguard Utilities ETF0.653%-3.240%6,937,072-232,2622022-05-31
Vanguard Utilities ETF0.647%0.927%6,862,19563,0002022-02-28
T. Rowe Price Equity Income0.647%-4.178%6,880,000-300,0002022-03-31
T. Rowe Price US Lg-Cp Equity Inc Comp0.647%-4.178%6,880,000-300,0002022-03-31
Vanguard Utilities ETF0.641%3.209%6,799,195211,3992022-01-31
Liberty One Tactical Growth Solution0.624%2.727%6,610,478175,4712021-06-30
Vanguard Utilities ETF0.622%1.065%6,587,79669,3982021-12-31
Vanguard Utilities ETF0.615%1.378%6,518,39888,5922021-11-30
Liberty One Tactical Growth Solution0.610%-2.356%6,454,736-155,7412021-09-30
Vanguard Utilities ETF0.607%0.236%6,429,80615,1252021-10-31
Vanguard Utilities ETF0.606%0.297%6,414,68118,9812021-09-30
Vanguard Utilities ETF0.604%1.658%6,395,700104,3332021-08-31
Vanguard Utilities ETF0.594%1.285%6,291,36779,8412021-07-31
Vanguard Utilities ETF0.587%0.371%6,211,52622,9792021-06-30
American Funds Income Fund of Amer A0.577%1.662%6,115,514100,0002021-12-31
American Funds Income Fund of Amer A0.568%2.664%6,015,514156,1142021-09-30
American Funds Income Fund of Amer A0.554%34.408%5,859,4001,500,0002021-06-30
American Funds Capital Income Bldr A0.549%1.744%5,832,500100,0002022-03-31
American Funds Capital Income Bldr A0.541%1.775%5,732,500100,0002021-09-30
American Funds Capital Income Bldr A0.541%0.000%5,732,50002021-12-31
American Funds Capital Income Bldr A0.532%3.682%5,632,500200,0002021-06-30
SPDR® S&P Dividend ETF0.526%0.000%5,591,48702022-04-29
American Funds Income Fund of Amer A0.515%-10.521%5,472,114-643,4002022-03-31
T. Rowe Price U.S. Value Equity Tr-Z0.507%119.642%5,372,9002,926,6862021-12-31
Liberty One Tactical Income Solution0.468%2.727%4,957,858131,6032021-06-30
SPDR® S&P Dividend ETF0.464%0.877%4,923,41642,8042022-03-31
State St S&P 500® Indx SL Cl III0.455%0.149%4,832,7777,2002022-05-31
State St S&P 500® Indx SL Cl III0.454%0.312%4,825,57715,0002022-04-30
SPDR® S&P Dividend ETF0.454%0.000%4,814,46602022-02-28
State St S&P 500® Indx SL Cl III0.454%0.087%4,810,5774,2002022-03-31
State St S&P 500® Indx SL Cl III0.453%0.439%4,806,37721,0002022-02-28
SPDR® S&P Dividend ETF0.453%0.000%4,800,4004,800,4002022-01-31
Pictet Glbl Sel Fd Glbl Utilities Eq P0.453%-2.169%4,794,935-106,2852021-02-28
State St S&P 500® Indx SL Cl III0.452%1.814%4,785,37785,2372022-01-31
State St S&P 500® Indx SL Cl III0.444%0.188%4,700,1408,8102021-12-31
State St S&P 500® Indx SL Cl III0.443%0.439%4,691,43020,5002021-10-31
State St S&P 500® Indx SL Cl III0.443%-0.002%4,691,330-1002021-11-30
State St S&P 500® Indx SL Cl III0.441%0.182%4,670,9308,5002021-09-30
State St S&P 500® Indx SL Cl III0.440%0.483%4,662,43022,4002021-08-31
State St S&P 500® Indx SL Cl III0.438%0.927%4,640,03042,6002021-07-31
Pictet Glbl Sel Fd Glbl Utilities Eq P0.435%-3.918%4,607,086-187,8492021-03-31
State St S&P 500® Indx SL Cl III0.434%0.301%4,597,43013,8002021-06-30
Pictet Glbl Sel Fd Glbl Utilities Eq P0.424%-2.583%4,488,108-118,9782021-04-30
Pictet Glbl Sel Fd Glbl Utilities Eq P0.414%-2.377%4,381,435-106,6732021-05-31
Federated Hermes Strategic Val Dividend0.412%0.000%4,360,15202021-06-30
Federated Hermes Strategic Value Div IS0.412%0.000%4,360,15202021-09-30
Federated Hermes Strategic Val Dividend0.411%0.000%4,360,15202021-09-30
Federated Hermes Strategic Value Div IS0.411%0.000%4,360,15202021-12-31
Federated Hermes Strategic Val Dividend0.410%0.000%4,360,15202022-03-31
Federated Hermes Strategic Value Div IS0.410%0.000%4,360,15202022-03-31
Pictet Glbl Sel Fd Glbl Utilities Eq P0.408%-1.346%4,322,483-58,9522021-06-30
Pictet Glbl Sel Fd Glbl Utilities Eq P0.404%-1.019%4,278,426-44,0572021-07-31
iShares MSCI USA Min Vol Factor ETF0.402%-0.027%4,261,937-1,1312021-12-31
iShares MSCI USA Min Vol Factor ETF0.402%0.000%4,259,67502021-12-29
iShares MSCI USA Min Vol Factor ETF0.401%-4.951%4,248,369-221,3022021-11-30

Discussions

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delaina

$SO Don't hold!!! Buy it

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LongUsername

$SO day trade is ok to buy here but sell later

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145zip

$SO let's gooooooo

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thaddeus_knieght

$SO I actually want the market pullback 5% is pretty crazy how this market keep going and going

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